Preserving What Matters.
Growing What's Possible.

Jeff joined Private Capital Management in 2000 as Vice President of Client Relations, developing deep relationships with the Firm's largest institutional investors both domestically and abroad. Since stepping into the role of Managing Director in 2006, he has been the visionary behind the Firm's growth, the cornerstone of its Client Services team, and the driving force behind the Harmonic Funds which were launched in 2016.

Through his close relationships with clients, Jeff identified a common challenge among the Firm's retiree and pension plan investors - the need to balance the firm’s flagship small company focused investment strategies with income generation and volatility management.  True to his urging to the PCM team to be “in the solutions business”, Jeff did not just identify the problem – he researched and led the team to create and implement a series of investment solutions that addressed this need.  Today, Jeff and the team manage the Harmonic Investors’ funds.  The Harmonic funds encompass a diverse range of strategies including long/short equity, derivatives (primarily focused on call and cash-secured put writing), fixed income alternatives, and self-storage real estate strategies.

Committed to delivering exceptional client experience, Jeff envisioned and staffed the Firm's Concierge Services team - a dedicated group focused on cultivating meaningful and measurable client relationships by serving our investors’ needs beyond what traditional wealth management firms are willing to do.   Jeff is a graduate of Sacred Heart University in Fairfield, Connecticut and holds a degree in Finance along with several FINRA licenses.  

Jeff resides in Naples with his wife Caitlin and their three children.  He is a member of two non-profit boards, enjoys traveling with his family, fishing, and (about 6 times a year) spending time out on the golf course wishing he could still find a fairway!

Max Deifik joined Private Capital Management in 2018 and serves as Director of Wealth Management, overseeing concierge-level advisory services for ultra-high net worth individuals, multigenerational families, and clients with complex financial needs spanning investment management, estate and legacy planning, and tax-efficient strategies. Max also serves on PCM's Wealth Management Investment Committee. Prior to joining PCM, Max was a Partner at a comprehensive financial planning practice in Southwest Florida, spending 10 years specializing in wealth management for high-net-worth individuals, non-taxable clients, and families with unique real estate and closely held business situations. He holds a Bachelor of Science in Business Management from Florida Gulf Coast University.

Active in the Southwest Florida community, Max serves as a Board Member of the Jewish Federation of Greater Naples, Chairman of the Men's Cultural Alliance NextGen, and Board Member of the Men's Cultural Alliance. He enjoys traveling with his wife Cassie and son, as well as staying active through golf and pickleball.

Steve Tarr, CFP® is Senior Vice President at Private Capital Management, where he leads the client services team and oversees its day-to-day operations, staffing, workflows, client onboarding, etc.  He also works closely on the trading and strategy implementation across the Harmonic Funds complex.

Steve joined PCM in 2004 after previously working at The Ayco Company (a Goldman Sachs firm) in Albany, New York as a Financial Planner. He holds a Bachelor of Science in Economics from Purdue University, is a CFP® professional, and carries eight FINRA licenses including Series 4, 7, 24, and 53.

Steve enjoys playing tennis, walking his dog Ollie, and traveling with his family. He and his wife Angela will celebrate their 20th wedding anniversary this summer. Meanwhile, his daughter Erin is a sophomore at the University of Tampa studying Environmental Science.