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Partner
Baltimore
Naples
Client Advisory
Jeff is a Partner in the Maryland office and is a member of the firm’s Investment Committee.
Prior to joining Cerity Partners, Jeff served as a Principal, Portfolio Manager and Chief Investment Officer at Maryland Capital Management (MCM). In his role, he oversaw the firm’s investment research, stock selection, and portfolio construction processes in addition to servicing affluent individuals and families as a wealth advisor. Before his time at MCM, he was a Managing Director of Legg Mason Investment Counsel & Trust and Head of the Portfolio Management Team at its Baltimore headquarters. Jeff also has work experience at both Brown Advisory and T. Rowe Price.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
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