Jeff has been a member of the firm’s Senior Investment Committee alongside Chairman Dan Wiener since it was established in 2017. As the portfolio manager for our core strategies, Jeff oversees research and selection of funds on behalf of wealth advisers and clients. Jeff is frequently featured in Barron’s, Ignites, Pensions & Investments and RIABiz. He was named a “rising star of manager research” by Citywire in 2019. Jeff joined the company upon its 2011 acquisition of Kobren Insight Management, where he helped lead the research team starting in 2005. He graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and is a member of the CFA Institute.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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