Prior to joining Compound Family Offices, Jeff’s career in the family office industry began in 2012 with GenSpring | SunTrust Private Wealth Management. During his tenure with GenSpring Family Offices Jeff held increasingly responsible roles with the firm, most recently serving as a Family Investment Associate. His responsibilities included assisting with investment policy formation, asset allocation development and implementation, investment manager selection, and portfolio performance monitoring. Jeff was also a permanent non-voting member of GenSpring’s Portfolio Construction Group.
Immediately prior to joining Compound Family Offices, Jeff had the opportunity to serve as the Chief Operating Officer of Madison Homes, a luxury homebuilder in Tampa, FL. While at Madison, Jeff gained valuable leadership and entrepreneurial experience working alongside company ownership.
Jeff earned his Bachelor of Science degree in Finance from the University of Florida. Jeff is also a CFA charter holder and a member of the CFA Institute.