Jeff manages high net worth and institutional client portfolios and shares responsibility for the development and oversight of investment strategy and process. Jeff has over 35 years of financial services experience, more than 30 years as a portfolio manager and wealth advisor.
Prior to joining Chevy Chase Trust, Jeff was a Managing Director, portfolio manager and relationship manager with Atlantic Trust in Washington, D.C. Before that, Jeff was with Bessemer Trust as a relationship manager, BNY Mellon as a Team Leader, U.S. Trust as a portfolio manager and the Senior Investment Officer for the D.C. office, and Radnor Capital Management as a portfolio manager/analyst.
Jeff is a graduate of Duke University and CFA charterholder. He also volunteers at A Wider Circle of Silver Spring, MD as a Jobs Coach.