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.


  • B.A. in Economics from Denison University
  • MBA from the University of Maryland Robert H. Smith School of Business


  • Chartered Financial Analyst®
  • Active member of the CFA Institute and CFA Society of Baltimore
  • Serves on the Board of Directors at Next One Up, a Baltimore-based nonprofit providing highly individualized, wrap-around support that empowers underserved young men to become the city’s next generation of leaders
  • Previously served on the Board of Directors for the CFA Society of Baltimore
  • Previously served on the Board of Directors for the R. H. Smith Foundation at the University of Maryland
  • Past President of the Denison University Alumni Club of Baltimore

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