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Senior Associate
Montgomery
Client Advisory
Jeff is a Senior Associate in the San Francisco office. He is responsible for institutional and private client operations, account reconciliation, SMA performance, and private client reporting. Jeff also provides financial planning services to individual and family clients.
Prior to joining Cerity Partners, Jeff served as the Manager of Investment Operations and an Associate Financial Planner at Ashfield Capital Partners. He began his investment career in 2010 at Lifetime Financial Strategies in Greenwood Village, Colorado where he was Assistant Portfolio Manager.
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