Jeffrey Morandi

Jeffrey Morandi has extensive work experience in the compliance field. Jeffrey started their career as a Compliance Analyst at Scudder Investments in 1997. Jeffrey then moved on to Batterymarch Financial Management, where they worked as an Assistant Portfolio Manager from 1998 to 2003 and later as a Compliance Supervisor from 2004 to 2011. In 2011, they joined Price Waterhouse Coopers as a Manager. From 2013 to 2017, Jeffrey worked at Arrowstreet Capital, L.P. in regulatory compliance. Jeffrey is currently employed at Berkshire, where they have held the roles of Vice President, Deputy Chief Compliance Officer since 2018 and Senior Vice President, Chief Compliance Officer since 2019.

Jeffrey Morandi completed their education with a Bachelor of Science degree in Finance & Investments from Babson College from 1992 to 1996. Prior to that, they attended Swampscott High School from 1988 to 1992. Later, they pursued a Master of Business Administration (MBA) in Finance from Boston College, attending from 1999 to 2002.