### Executive Biography: Jeff Sills, MBA, CFP®, ChFC
Jeff Sills, an executive par excellence, embodies the essence of strategic leadership and organizational transformation. His exceptional acumen in financial integrity and profitable growth has been instrumental in navigating businesses through the complexities of volatile economic conditions and regulatory shifts. With an MBA, CFP®, and ChFC designations to his name, Jeff’s expertise is a testament to his commitment to continuous learning and professional development.
At the helm of Osaic Wealth since November 2023, Jeff leverages his extensive experience to steer the company towards unprecedented growth while maintaining a remote leadership presence from Wilmington, Delaware. His role as an Adjunct Professor at Fordham Gabelli School of Business since January 2022 further underscores his dedication to shaping future leaders in business strategy and leadership.
As President & CEO of FSC Securities Corporation until November 2023, Jeff was instrumental in the organization’s strategic direction, reflecting his adeptness at executive management. His tenure at Woodbury Financial Services saw him excel as Senior Vice President and later as Regional Vice President for The Capstone Group, where he demonstrated remarkable skill in acquisition integration and strategic transformations.
Under his guidance at Capital One, Jeff fostered a cultural shift that led to significant revenue growth and the consolidation of broker-dealers into a unified culture focused on relationship-driven operations. At USAA, Jeff’s visionary approach as Executive Director of the Member Advice and Resource Group resulted in enhanced advisor performance and the establishment of comprehensive enterprise advice standards. Earlier in his career, Jeff made notable strides at Smith Barney │ Shearson Lehman │ EF Hutton, where he honed his wealth management skills and climbed the ranks to Senior Vice President.
Jeff’s educational journey includes an MBA from Alfred Lerner College of Business & Economics at the University of Delaware specializing in Strategy and Leadership; executive education from The Wharton School; a Bachelor’s degree in Business/General Management from the University of the Incarnate Word; certification in Education for Ministry from The University of the South; ChFC designation from The American College of Financial Services; CFP certification from Rice University; and Senior Leader Council Executive Education from Northwestern University – Kellogg School of Management.
His commitment to professional development is further highlighted by his active participation on several boards including Osaic Foundation, CFP Board – Commission on Standards, Children and Families First, Delaware State Chamber of Commerce, District 3 Wawaset Maintenance Corporation, and Teach for America Delaware. A lifelong learner with a passion for mentoring others, Jeff’s influence extends beyond boardrooms into academic realms.
Jeff Sills exemplifies a blend of strategic insight, educational prowess, and executive leadership, making him a pivotal figure in the financial services industry. His career is marked by a relentless pursuit of excellence, a commitment to diversity and inclusion, and a vision for sustainable growth.
