Brian Di Gregorio

Brian Di Gregorio

Senior Vice President, Wealth Management @ Jefferies

About Brian Di Gregorio

Brian Di Gregorio is the Senior Vice President of Wealth Management at Jefferies, where he has worked since 2006. He holds a BBA in Finance and International Business from Marist College.

Title and Current Position

Brian Di Gregorio is the Senior Vice President of Wealth Management at Jefferies. He has been in this role since 2017 and operates out of New York, New York. In his current position, he manages the implementation and execution of 10b5-1 selling plans for clients, demonstrating a focus on strategic financial planning and regulatory compliance.

Professional Experience at Jefferies

Brian Di Gregorio joined Jefferies in 2006 and has steadily advanced through various roles. Initially starting as an Associate in Wealth Management, he transitioned to Assistant Vice President in 2008. By 2011, he assumed the position of Vice President, Wealth Management, a role he held until 2017 when he was promoted to Senior Vice President. His extensive tenure at Jefferies highlights his expertise and commitment within the company.

Early Career and Credit Suisse Experience

Before joining Jefferies, Brian Di Gregorio worked at Credit Suisse and its subsidiary, Credit Suisse First Boston LLC. From 2004 to 2005, he was involved in US Government Securities Clearance at Credit Suisse First Boston LLC. He then moved to a role in Private Banking USA at Credit Suisse from 2005 to 2006. These positions provided him with a strong foundation in financial services and private banking.

Educational Background

Brian Di Gregorio holds a Bachelor of Science degree in Finance and International Business from Marist College, where he studied from 2000 to 2004. Additionally, he spent 11 months studying at Lorenzo de' Medici in Florence, Italy in 2003, which likely contributed to his international business acumen and broader financial perspective.

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