President, CEO
Jeffrey Severin is the CEO & founder of Severin Investments LLC. He has over 27 years of investment experience both as a portfolio manager and investment strategist.
In 1991, Jeff started his financial career at John Hancock Financial Services, where he served on John Hancock's mutual fund advisory board. In 1999, he moved into portfolio management as Vice President of Investments at UBS-PaineWebber, and in 2003 he joined Wachovia Securities. At Wachovia Securities, Jeff sat on the PIM platform where he managed 6 strategies of stocks, bonds and ETFs. Jeff then formed Severin Investments, LLC in 2013.
Both art and entrepreneurship influence Jeff's life because his father, Russ Severin, pioneered television in St. Louis, MO by becoming Channel 5 KSD-TV's first program director and creating the tv show "To The Ladies." Jeff's grandfather, John Pistone, owned one of the first Chrysler dealerships in Illinois.
Vice President, CCO
Tess began working for the firm in 2016 as an investment adviser representative after graduating from The University of Alabama (Roll Tide!). She took a "break" to attend law school at Washington University in St. Louis, where she graduated in the top 15% of her class.
During her time in law school, Tess served as an Executive Editor on the Washington University Law Review. She also spent a summer working for the Securities and Exchange Commission in the Division of Enforcement as an honors intern. During her second summer of law school, she worked for a large law firm on securities law matters, estate planning, and general corporate law. After graduation, Tess brought her new legal experience back to the firm as Chief Compliance Officer and General Counsel.
Tess is the mom of a toddler, so she isn't familiar with the concept of hobbies or free time. But she does enjoy spending quality time with her family and occasionally plays tennis.
Business Development Manager
Steve recently joined our team to help expand our business out of the Clearwater, FL office. He has 15 plus years of experience in the Financial Services Industry where he has worked with a diverse group of people. As an Investment Advisor, has helped many individual investors reach their goals over the years with planning, saving and investment selection. He also worked with Large Employer Groups to administer their 401K and 403B plans to make sure they met their employees’ retirement needs.
Steve lives in Ozona, FL with his wife, Angela and daughter, Sydney. He is an animal lover with three dogs and three cats to keep him company as well! Steve enjoys fitness, golf, and relaxing at the beach in his spare time.
Steve has a Bachelor’s Degree in Political Science and has obtained his Series 7, 66 and Life/Health licenses.
Office Manager
Emily is the Office Manager for Severin Investments. She earned her Bachelor’s in Psychology at Truman State University with minors in Music and Business Administration and her MBA in Management at Lindenwood University in March of 2021.
Emily gained a lot of experience supporting high net worth clients at Wells Fargo Advisors since 2018 and started with Severin Investments in September of 2021. She has a passion for organizational efficiency and considers collaboration to be key to business success with clients, colleagues, and partners.
Emily is close with her family, and loves spoiling her two cats, Bailey, and Chloe! In addition, she enjoys painting and reading in her spare time.
Assistant Portfolio Manager
Keegan is an Assistant Portfolio Manager for Severin Investments. He graduated from Michigan Technological University in April 2023 with a Bachelor's in Finance and Minors in Economics and Financial Technology. After school, he earned his Series 65 license and worked as a financial advisor for another firm in the Tampa area. Keegan also gained Investment and Banking experience at a regional bank and trust company in Michigan from 2019 until he graduated from college.
Keegan enjoys spending time with family and friends and tries to get out on the golf course as often as he can.
HR Manager
Linda holds a BS in Business Management. Her responsibilities include Human Resources and Accounting. She has worked in the financial industry since 1998 in a supporting role with Marketing and Event Planning for seminars. She is an active member of the Crohn’s and Colitis Foundation Mid-American Chapter and she enjoys walking, traveling, and watching tennis.
Owner - ECC Financial
J. Matthew Meyer, a native of Saint Louis, received his Bachelor of Science in Science and Mathematics from the University of South Carolina and received his CLU and ChFC professional designations from The American College in Bryn Mawr, PA. Matt has been in the business since 1982 as a registered representative (stock broker) and investment advisor representative. In 2023, he dropped his brokerage registration to focus solely on his advisory business.
Matt owns and operates ECC Financial, which is a separate entity from Severin Investments. But he is registered as an investment advisor representative through Severin Investments.
Licensed Assistant - ECC Financial
With past industry experience, Ellen enjoys helping others reach their financial goals as a licensed assistant for her husband, J. Matthew (Matt) Meyer, at ECC Financial, their independent financial services office founded in 2007. She obtained her FINRA Series 66 in 2017. Her prior work experience includes over 14 years in pharmaceutical sales, beginning as a sales associate and working her way up to Regional Sales Manager. She also was a financial advisor and sold life insurance for over a year. Ellen believes that open communication and attention to detail lead to successful business and personal relationships.
Ellen’s outside activities and passions include spending time with her family, boating, hiking, swimming, and adoring her grandchildren.
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Investment Advice offered through Severin Investments LLC, a registered investment advisor. No investments are guaranteed, and investing involves the risk of loss.
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