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.
Jeff earned his Bachelor of Science in Finance from San Francisco State University and his Certificate in Financial Planning from Boston University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco.
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