Jeff Severin, MBA, is the CEO & founder of Severin Investments LLC, a private portfolio management firm founded in 2013. 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. 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. Jeff’s daughter is attending Law school at Washington University and his dog, Rock, is excellent company at home for him and his wife Linda."
Investment Advice offered through Severin Investments LLC, a registered investment adviser.
Tess graduated Summa Cum Laude from the University of Alabama in 2016 where she studied Finance and Sales. In school she was actively involved in the professional business fraternity, Alpha Kappa Psi.
As Vice President of Operations of Severin Investments, Tess sits on the firm's Investment Committee. Her responsibilities include compliance, marketing, sales staff management, and other firm operations. Tess works with clients as an advisor as well and has her Series 65 license. She will be working part-time in fall of 2020 as she attends Washington University School of Law in St. Louis.
Investment Advice offered through Severin Investments LLC, a registered investment advisor.
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.
Born and raised in St. Louis, David went to Chaminade College Preparatory. Soccer led David to Missouri State where he continued his athletics and graduated with a degree in accounting in 2018. David started at Severin Investments in February of 2019. David currently holds his series 65 license. David has two siblings, an older brother, Kevin, and a sister, Jessica. In his spare time he enjoys watching sports, working out, and the outdoors.
Curtis Shillingsford received two degrees in finance and economics and graduated with cum laude honors from DePaul University. Right out of college, Curtis began working as a compliance analyst at Wells Fargo. He later transitioned to a role as a financial advisor at Wells Fargo Advisors where he obtained both his series 7 and 66 licenses. Curtis then joined Severin Investments as an Assistant Portfolio Manager.
Curtis has one brother, Kevin, and one sister, Megan,and is the middle child of the two. He played soccer his entire life including at DePaul University.
After joining Severin Investments, LLC in 2017, Pintip oversees all internal operations of the firm; issuing client checks, coordinating appointments, and managing the logistics of the office.
Pintip brings an extensive background with the operational side of the industry to our firm. She began her career at AG Edwards and Sons and then Stifel Nicolaus where she worked within the operations departments.
Pintip enjoys spending time with her husband, Eric, and children. Much of Pintip’s down-time is spent at sporting events for one or more of her children. Pintip enjoys cooking, trying new recipes, and spending time with friends.
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. From 1982 through 2001, Matt represented Mass Mutual Life Insurance Company, and MML Investor Services, Inc. From 2001 through 2007, he represented the retail brokerage industry. In 2007 through now, Matt represents LPL Financial LLC. He is also an Investment Advisor Representative with Severin Investments, Inc. Matt has held his insurance license(s) since 1982 and currently holds his series 6, 7, 24, 63 and security registrations with LPL Financial. His series 65 license is held with Severin Investments, Inc.
Michael Magliari has been practicing law since 1983 with an emphasis in estate planning, probate, trust, and tax law. He is the managing member of Michael E. Magliari, P.C., which was founded in 1999, and is located in Chesterfield, Missouri. The law firm focuses its practice on estate planning, business planning, and trust and probate administration.
Michael is the founding chairmen of the Missouri Bar Association Estate Planning Division (2015-2018) and former chairmen of the Trust and Probate Committee (2014-2016). He is the current chairmen of the Trust Revision Subcommittee (2008-2020).
Michael has been a member of the Missouri Bar since September 17, 1983. In addition, he is a former member of the Ethics Committee of the Bar Association of Metropolitan St. Louis (1985-1988). He also served on the Missouri Director of Revenue's Estate Tax Advisory Council under Director Quinton Wilson (1998-2002).
Michael has authored and coauthored numerous books and other publication concerning the estate planning process. Some of those include the Missouri Bar Association's Probate Law Resource Guide in 2015. "The Trust Administrating Chapter" in the Missouri Bar Association's Desk Book Series in 2006, including the supplement in 2010 and 2013 title "Estate Planning": The Fundamental Concepts Under Missouri Law" in 2011. Michael supervised comments to the Missouri Uniform Trust Code for the Missouri Bar Association covering the period from 2005-2015 including comments to each new or amended statue (regarding the Qualified Spousal Trust, Trust Protector, Trust Decanting, Income & Principal Act, Irrevocable Trust Amendment, Judicial Trust Amendments, Virtual Representation, and other related statutes).
Colleen M. Donohue graduated from Indiana University in 1997 (B.A.) and Saint Louis University School of Law in 2000. During law school, she served as a law clerk intern for the Honorable Rodney W. Sippel of the United States District Court, Eastern District of Missouri.
Since joining Michael E Magliari P.C. in 2000, Colleen has focused her practice in the areas of estate planning and estate administration. She assists clients in the development and implementation of simple to sophisticated estate plans, advising clients on wills, revocable trusts, irrevocable trusts, charitable planning, lifetime gifting techniques, antenuptial agreements, and asset protection techniques. In addition, she assists with basic real estate matters and business creation, as these are frequently important components of the estate planning process. She has lectured on various topics regarding estate planning and estate administration for various financial, legal, and other organizations, including presenting at the Missouri Bar Annual Meeting.
With regard to estate administration, Colleen also assist with the post-death issues of probate estate and trust administration, as well as the preparation of estate tax returns.
Colleen is honored to serve as an Adjunct Professor at Saint Louis University School of Law, where she has taught classes in Estate planning from 2006 to 2015, served as a guest lecturer in the class from 2015 to 2019, and is again teaching a class in 2020. She also has been a guest lecturer in the Animal Law class, speaking on estate planning for pets. Colleen is an active member of the Probate and Trust Subcommittee of the Missouri Bar Association. In 2006, she co-authored the Trust Administration chapter of the Missouri Deskbook Series, as well as the updates thereto.
Jerry is a tax specialist with Accelerated Accounting & Tax Service. He has 29 years of experience offering tax preparation for individuals, businesses, and organizations. He also offers payroll services, tax counseling, full-service bookkeeping, and assistance with setting up corporations, partnerships, and LLCs. Most of Jerry’s clients have been loyal customers for 20+ years and appreciate his approach ability and expertise.
A native to the area, Jerry grew up in Bunker Hill and graduated from Lewis & Clark. When it’s not tax season, Jerry spends his free time with his wife, Jody, and his two daughters. He also loves watching sports, especially the Kansas City Royals.