Jeffrey Urban
Associate I, Client Relations
About Jeffrey
Jeffrey Urban is an Associate I, Client Relations with Greenbridge, working directly with high-net-worth individuals and institutional clients. He partners closely with clients’ professional advisors, including attorneys, accountants, and family office representatives. Prior to joining Greenbridge, Jeffrey served Private Wealth Management clients via the client accounts team at William Blair.
Jeffrey graduated from The University of Texas at Austin with a B.B.A. in Finance.
Outside the office, he enjoys spending time with family and friends, playing golf, fly fishing, and is an avid Chicago sports fan.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 30 offices worldwide.*
-
1935Year William Blair was founded
-
2,000+Employees worldwide
-
152 billion+Client assets
-
90+ YearsIndependent and employee-owned
-
30+Offices worldwide*
-
700+Companies under coverage
As of September 30, 2026
*Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.