Jeff Wernick serves as a Sr. Business Consulting Services Specialist to Ronald Blue Trust’s team of financial advisors across the country. Jeff joined the Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2012, contributing 15 years of experience in the investment and merchant banking fields. Most recently, Jeff served as Founder and Managing Director of Trion Capital Partners, a boutique corporate finance advisory firm serving growth oriented businesses in need of merger and acquisition or capital structuring advice.
In his current role, Jeff’s responsibilities include assisting advisors as they advise business owners regarding corporate strategy, capital formation and related strategies, mergers and acquisitions, succession planning and philanthropic strategies.
Jeff began his career with Equitable Securities Corporation (later sold to SunTrust) in the investment banking group, specializing primarily in equity and merger and acquisition related transactions. In 2000, he joined Rodgers Capital Group, a prominent southeast family office, and supported RCG’s merchant banking and principal investment activities.
Jeff earned his BBA in Finance from the University of Georgia. His current community engagement includes co-founding Nashville RBI (Reviving Baseball in Inner Cities), a non-profit organization that uses baseball and softball to inspire inner-city youth to recognize their potential and realize their dreams.
Jeff and his wife, Katrina, have three children and reside in Brentwood, Tennessee.