Jeff supports the Investment Advisory Team as the day-to-day contact for a select group of clients, monitoring portfolio performance, producing quarterly reports and preparing for client review meetings. He works with the Chief Investment Officer and advisors to provide analytical and financial planning support to the Director of Financial Planning.
Jeff holds a BS in Finance with a minor in Communications from the University of Arizona in Tucson. Outside of work, you’ll find him at the gym, a hockey rink or a live music venue.
He prefers running on a treadmill to outdoors. Is there a treadmill desk in his future?
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