Client Advisory


Jeff is a Principal based in the San Francisco office. With over 25 years of experience in the investment management industry, Jeff provides in-depth research and comprehensive analysis on the economy, global markets, and individual investments. Using his expertise, he provides information and analyses to assist the Investment Committee with decisions on investments and investment strategy.

Prior to joining Cerity Partners, Jeff was the Director of Research at B|O|S where he was responsible for providing analysis and support to the firm’s Chief Investment Officer Rich Golinski and its Investment Committee. Jeff has previously held positions at Barclays Global Investors (now BlackRock), Northern Trust, J.P. Morgan, and Fisher Investments.


  • B.S. in Finance from San Francisco State University


  • Chartered Financial Analyst
  • Member of the CFA Society of San Francisco

Q & A


What inspired you to pursue your career in financial management?

I have always had an interest in global economics and markets and wanted to apply that interest in a way that could help people.

Why is your work important, especially today?

The global economy and markets have become more complex than ever. The sheer volume of information available now can make it hard for financial advisors to follow all the nuances of the markets every day. Having someone focused on providing a deeper level of digestible information on a regular basis has become more important to our advisors and clients.

What differentiates Cerity Partners from other firms in our space?

The depth of knowledge. Cerity Partners has many advisors spread out across the country and with different experiences and knowledge. The firm is good about providing ample opportunities for that knowledge to be shared across the firm, which is a significant benefit to our clients.

What do you do in your personal life that helps you help your clients?

Read, read, and then read more!

How would you describe your best day doing what you do?

Sharing my knowledge and experience with coworkers and clients and getting feedback that they feel better informed than when the conversation started.

What does the world need now more than anything?

Healthier debate which would enable us to better work together to improve the world’s problems.

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