At CMG, our Senior Advisors are an invaluable extension to our team — bringing decades of experience, deep industry knowledge, and unique perspectives that help us deliver best-in-class service.
They provide insight, strategic guidance, and market intelligence that sharpen our approach and strengthen the advice we deliver to family- and founder-led businesses during a once-in-a-lifetime transaction.
Over the coming months, we’ll introduce you to each of them — sharing who they are, the expertise they bring, and how they help CMG raise the bar.
We’re pleased to kick off our Advisor Spotlight series with Jeff Klaus, a retired Regional President for several banks including Berkshire Bank, Webster Bank, Bank of America, and Fleet Bank. He has been a leader with over 35 years of experience managing middle-market relationships with some of the most respected businesses in New England. Jeff also created and led a Family Enterprise Finance team providing senior debt financing for family offices and equity sponsors. Click here to learn more about Jeff.
We are thrilled to welcome Jeff as a new CMG Senior Advisor and look forward to leveraging his expertise to add value for our clients.