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Dan McCooey

Founding Partner | Head of Business Development

Dan began his career in 1991 as an assistant Nasdaq market maker at Nash Weiss, later moving to Citigroup where he spent the next ten years as a Nasdaq market maker covering technology stocks.

David Jeffries

Partner | Chairman

David brings extensive investment banking experience to the team, having previously held the position of Managing Director at Royal Bank of Scotland, ABN AMRO, JP Morgan and Lehman Bros.

Nick Ledger

Founding Partner | CEO

Nick heads up the Third Seven team, with extensive experience in investment banking, finance, and real estate. Prior to becoming a founding partner of the firm, he previously held senior positions within the finance and risk divisions at Barclays Bank, both in London and New York.

FAQs

Have a question?

We’ve compiled a list of answers to the most common inquiries we receive.

What services do you offer?

We offer comprehensive financial advisory services, including investment advice, retirement planning, financing, tax consultation, and more. Our goal is to protect and grow our clients' wealth through personalized strategies.

How can I contact you?

You can contact us by phone at [Phone Number] or by email at [Email Address]. We are available to answer any questions or schedule a consultation.

What is your approach?

Our approach is client-centric, focusing on personalized interactions and tailored strategies. We prioritize understanding our clients' financial goals and work to achieve them through comprehensive financial planning.

Do you provide tax consultation?

Yes, we offer tax consultation services to help our clients optimize their tax strategies and minimize tax liabilities. Our team of experts stays up-to-date with the latest tax laws and regulations.

How can I grow my wealth?

We provide personalized investment advice and financial planning to help our clients grow their wealth. Our experienced advisors will create a customized strategy based on your financial goals and risk tolerance.