Jeff is a Senior Portfolio Manager at MAI. He first began working for the firm in 2008 as an intern in both the sports and investment departments where he participated in investment analysis and financial planning activities. Jeff joined the firm full-time in 2010 as an Associate, gaining experience in portfolio and relationship management. He participates in due diligence on MAI's outside equity managers and serves on the Investment Committee.
Jeff earned his Bachelor's in Finance and International Business from Bowling Green State University. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Cleveland.
This person is not in the org chart