Jeff has over 20 years of experience in the financial services industry. He advises institutional clients by providing counsel and guidance on overall plan structure and asset allocation, manager selection, vendor due diligence, investment policy statements and performance monitoring. Prior to joining Fiducient, Jeff was Director of Sales for Moody’s Analytics, where he represented the firm’s suite of asset allocation and asset/liability modeling software. Prior to Moody’s Jeff spent 11 years as a consultant at NEPC advising corporate pension plans and other institutional accounts. He also has experience advising private clients as well as working for a 401(k) plan recordkeeper. Jeff is a CFA charterholder, a member of the CFA Institute of Boston, and he holds MBA and BA degrees from the University of Virginia. He currently serves as Treasurer for Riverside Theatre Works. In his free time, Jeff is a youth soccer coach and enjoys golf, platform tennis, pickleball, yoga and cooking.
