As a Partner and Senior Consultant, Jeff services institutional clients by providing advice and counsel on all areas of fiduciary oversight, including investment manager review, portfolio construction, fee benchmarking, and vendor search/selection. Jeff has relationship responsibilities across a variety of defined contribution and endowment clients. He joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, he was a Credit Analyst at Hartford Investment Management Company and a Vice President in Bank of America’s Global Treasury Management Division. Jeff received his MBA from Dartmouth College and his BA from Bucknell University. He serves as a board member for The Bridge Family Center, a nonprofit agency providing a broad range of services for children and families in the Greater Hartford area. Jeff enjoys skiing, golfing, cycling and spending time with his wife and three children.
