Jeff started his career in the financial services industry in 1990 working as a telemarketer for a well-known boutique asset manager in New York City. He spent the next 28+ years working with some of the most recognizable and respected names in the industry representing Mutual Funds, ETFs, SMAs and Hedge Funds. He has held various sales, marketing and executive positions and culminated his career as CEO of a large Mutual Fund Company based out of Greenwich, CT.
Throughout Jeff’s career, his achievements and success have been recognized by both industry Publications and Associations. His reputation is second to none and in 2012 he was the recipient of the highly coveted Fund Marketer of the Year award which is issued annually by Fund Intelligence. He is also recognized as a top industry speaker and is known for his direct (and often funny) communication skills.
Jeff recently has moved on to Academia. He is currently an Adjunct Professor at Mercy College teaching Finance and International Business. He is also heavily involved in recruiting students into their Business Honors program.
He resides in Pound Ridge, New York with his wife, two kids and two charcoal labs (yes, labs also come in the color charcoal).
