Jeff is a Partner, Head of Relationship Management and Product Management, and serves as a member of the Management Committee. He serves as a key bridge between the investment teams and external partners, providing clients with deep insights into portfolio attribution and the firm’s quality growth investment process. Prior to joining TimesSquare in 2008, he served as Director of Client Services and Marketing at Jacobs Levy Equity Management, where he co-led the client service and portfolio analysis team. He began his career in 1988 at Batterymarch Financial Management, where he ultimately worked as a product specialist for U.S. and non-U.S. portfolios.
Jeff holds a B.A. in Political Science from Washington University in St. Louis and an M.S. in Management from Boston University. He is a member of the CFA Institute and holds FINRA Series 7 and 63 licenses.
When Jeff is not overseeing the firm’s relationship management and product management efforts, and when his family is not quizzing each other on movie trivia, he serves on the boards and chairs the investment committees of charitable foundations that focus on enhancing the lives of older adults, improving access to health care for vulnerable populations, and other community needs.
