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Biography

Jeff is a Senior Associate in the Rockville, MD office. He is a member of the wealth management team, providing information governance support.

Prior to joining Cerity Partners, Jeff was the Information Governance Manager for SOL Capital Management in their administrative department. Before SOL Capital Management Company, Jeff was a contractor for the federal government as a subject matter expert in the area of Records Management.

In his spare time, Jeff enjoys watching baseball, talking about baseball, reading about baseball, playing baseball and most other baseball related activities.

Education

  • Ball State University, B.S. English 2002
  • Indiana University, MLS Library Science 2004

Highlights

  • AIIM Fellow #235, CRM, CIP
  • Speaker at AI+IM Global Summit 2025
  • Speaker at ARMA InfoCon 2022
  • Speaker at AIIM Conference 2014
  • AIIM Export blogger on Electronic Records Management
  • Participant at AIIM Executive Leadership Council Summer #5 in 2014
  • CIP Expert Panel for AIIM 2021 State of the Intelligent Management Industry
  • AIIM member of the week and spotlighted as the “Evolving Records Manager” by AIIM in July 2012
  • AIIM member spotlight in 2018
  • Published in October 2013 by eForesnics Magazine “A Primer on Metadata Analysis
  • Panel Discussion Speaker at InfoGovCon 2018
  • Panel Discussion Speaker with IG3 Mid Atlantic Conference June 2019
  • Speaker at Caribbean Association of Law Libraries in July 2019
  • Founding member and current president of AIIM’s BIPOC Committee

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