Jeff, a Director and Partner of the firm, develops portfolio advice and handles day-to-day client-related operations for several high net worth individuals and non-profit clients. Jeff is a member of the firm’s Impact Investing Committee. He is a Chartered Financial Analyst and a member of the CFA Society Boston. Jeff is a faculty member for the Confluence Philanthropy Next Gen Fellowship Program, a learning program for trustees and individual donors seeking to align their values with the management of their assets. He is also a member of the investment committee for the Fair Food Fund, which provides financing and business assistance to good food enterprises that connect small and mid-size farms with consumers hungry for local, sustainably grown food.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. Jeff’s prior experience includes the role of Senior Client Advisor at Federal Street Advisors