Client Advisory

Biography

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.

Education

  • 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

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