Prior to joining Compound Family Offices, Jeff was an Investment Analyst with GenSpring | SunTrust Private Wealth Management. Jeff worked with wealth advisors, attorneys, accountants, and other wealth specialists to provide retirement, trust, and estate solutions to ultra-high-net-worth families. His primary responsibilities included asset allocation decision making, manager research, trading, and performance reporting. Jeff was an active member of GenSpring’s Portfolio Construction Group committee.
Prior to GenSpring, Jeff worked at Summit Strategies Group, a top-20 institutional investment consulting firm. As a Senior Research Analyst, Jeff had primary manager research coverage on over $10 billion in client equities across domestic growth, small core, and international core asset classes.
Jeff graduated summa cum laude from Saint Louis University where he obtained a Bachelor of Science in Business Administration degree with concentrations in Finance and Marketing. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of South Florida. He holds the Chartered Alternative Investment Analyst (CAIA) charter and is a member of the Miami, FL chapter. Jeff is currently registered with FINRA as an investment advisor representative and holds a Series 65 license. Jeff is a Florida notary public.