Industry Experience: 25 years
Education: BS, University of Delaware; MBA, Loyola University Maryland
Jeff is the lead portfolio manager for the custom 1-5 year short duration strategies. He also serves as client portfolio manager, where he acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. Additionally, he participates in the development and communication of client and marketing content. Prior to joining the firm in 2016, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. Jeff graduated with a Bachelor of Science in accounting from The University of Delaware and a Master of Business Administration from Loyola University, Maryland. Jeff also holds the Chartered Financial Analyst® (CFA) designation.