Jeff Bonafe, CIMA, is currently a Vice President and Advisor Consultant at Fidelity Investments, where they have been since 2020. Previously, they served as a Regional Director at Morgan Stanley from 2014 to 2020 and held roles including Associate Regional Director at Morgan Stanley Wealth Management from 2010 to 2012 and Regional Director at Natixis Global Asset Management from 2012 to 2014. Earlier in their career, Jeff worked at Citi as a Senior Divisional Analyst from 2009 to 2010. They earned a Bachelor of Science in Finance from Rutgers Business School in 2006.
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