jeffrey c. mapstone, clu,chfc,msfs
founding partner

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jmapstone@mapstoneveritas.com

585.475.8411
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE
Founding Partner of Mapstone | Veritas, Jeff has over 45 years of investment and planning experience. His primary focus is on providing Estate, Business, and Charitable Planning  strategies for our Private Client Group. He offers general securities, insurance  and advisory services through Equitable Advisors, LLC and has served on numerous product advisory boards within our company over the years. After 25 years of management duties he was inducted into the Equitable Advisors Hall of Fame. Jeff was recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisors Group based on achieving a certain sales production level among all financial professionals with our organization.


EDUCATION |
  • 1970 graduate of Colgate University,  B.A.
  • 1989  Master of Science in Financial Services—American College—MSFS
  • 1989 attended Columbia University’s Executive Management program
  • Holds Chartered Life Underwriter CLU and Chartered Financial Consultant ChFC professional designations
  • Series 1,6,24,63,65 registrations


COMMUNITY |
During the last 45+ years of business, Jeff has been active in his profession and community and has served in leadership roles in non-profit, governmental and professional organizations. Currently he is a member of the Estate Planning Council of Rochester and Past President of the Society of Financial Services Professionals.
Jeff is past Chairman of the Board of Trustees of the Unity Health System Hospital and a current Board member of Rochester Regional Health.  In addition, he serves on the Planned Giving Committee of the Hillside Family of Agencies. He is also the Past President of The Country Club of Rochester.
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PLACES TO VISIT
Hilton Head, SC. 
​We've been going there since the early 80's and it's a great place to unwind.
 Pennsylvania Wilds- where we grew up
THINGS TO DO
Being a Grandfather and keeping up with my 8 amazing grandchildren.
QUOTE 
"The true measure of a man is not when he stands and acts in times of comfort, prosperity and security; but when he stands and acts in times of challenge ,controversy ,and adversity."  Teddy Roosevelt.
FUN FACT
I was recruited to play football at Penn State when Joe Paterno was in his first season. Had I decided to go there I would have been a part of two consecutive undefeated seasons ('68,'69) and one national championship ('69).

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates. or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970