Jeffrey Crampton, CFP, CFA

Financial Advisor

Biography

Contact Information:

phonePhone

914-253-4726

Robert Geveda, CFA

Client Performance Analyst

Robert Geveda is a financial services industry veteran with over 20 years of experience.   He joined Wells Fargo Advisors in August 2023 as a Client Performance Analyst after 14 years at Morgan Stanley Wealth Management.  Prior to Morgan Stanley, Rob worked on the floor of the New York Stock Exchange as a specialist trading assistant/ trader. 

Rob works closely with Senior Financial Advisor Jeffrey Crampton, providing trading, technical, investment planning, administrative and performance reporting support for Jeff and his clients. 

Rob holds a Chartered Financial Analyst (CFA®) designation in addition to being registered with FINRA 7, 63 and 65 licenses.

A resident of Scarsdale, NY, Rob is married with a 9 year-old son and 6 year-old daughter.  He enjoys traveling, attending concerts, and coaching and attending his children’s activities.  Rob is also an avid Notre Dame (alma-matter) and New York sports fan and a member of the CFA Society of New York.
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