Jeff is a Partner based in Los Angeles. He is responsible for leading client relationship and business development efforts with the firm’s strategic partners located in the greater Los Angeles and West Coast markets.
Prior to joining Cerity Partners, Jeff was with Charles Schwab & Co., Inc. for 30 years. For most of his career at Schwab, he worked with executives in human resources, finance and legal at Fortune 1000 and pre-IPO companies marketing Schwab’s bundled retirement plan and stock plan administration services. Jeff has extensive equity compensation experience. His early years at Schwab consisted of servicing and counseling high-net-worth clients. Jeff also worked at KeyCorp and Scudder Kemper Investments and was responsible for new business development of corporate retirement and trust services.
Jeff earned his Bachelor of Science degree in Business Administration from San Diego State University. Jeff is a past President of the San Fernando Valley NASPP (National Association of Stock Plan Professionals) Chapter. He is currently pursuing his Certified Financial Planner (CFP®) certification.
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