Jeffrey Steele

Jeffrey D. Steele is a Managing Partner and the Chief Compliance Officer of SilverLake Wealth Management LLC, a registered investment advisory firm based in Williston, Vermont. He was one of the original partners who helped found the firm, alongside colleagues associated with the Eddy family (Ted and Bob Eddy). His practice centers on multi-generational family wealth advisory — wealth preservation, tax-efficient asset transfer, and portfolio construction across generations — serving private, institutional, and family clients both domestically and internationally.

Prior to co-founding SilverLake, Steele spent 11 years at Morgan Stanley. Before Morgan Stanley, he worked with a private international investment firm, where he advised private and institutional clients in the U.S. and abroad. Over his career he has guided clients through complex funding decisions, charitable and estate planning, retirement transitions, and portfolio management.

Steele holds a Bachelor of Arts degree from the State University of New York College at Cortland (SUNY Cortland). Outside of work he has been active in his Vermont community, serving as a past honorary board member of the Vermont Association of the Blind and Visually Impaired and volunteering as a youth-hockey coach with the Burlington Youth Hockey Association and Vermont Glades.

• Works as a private wealth advisor, not a startup investor. His stated focus is *"wealth preservation, tax-efficient asset transfer, and prudent portfolio construction across generations."*
• Serves multi-generational families, private individuals, and institutional clients, emphasizing long-term planning over speculative bets.
• Services span estate planning, charitable/philanthropic planning, retirement transitions, and complex funding situations.
• As Chief Compliance Officer, he also owns the firm's regulatory and compliance posture — consistent with a conservative, fiduciary-first advisory model rather than early-stage venture risk-taking.