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.


  • Bachelor’s degree from Santa Clara University
  • Completed CFP educational pre-requirements at Metropolitan State College of Denver
  • Semester abroad at the Institute for International Education of Students in Rome, Italy

Connect with Jeffrey

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues