As a Director, Investment Operations, in Pathstone’s Winter Park office, Jeff facilitates transactions, account maintenance, and provides support for any client service requests.

Prior to joining Pathstone, Jeff was an Assistant Vice President and Senior Portfolio Manager for WaterOak Advisors. Before that, he functioned as a Senior Analyst within BNY Mellon’s Institutional Asset Servicing Group.

Jeff earned his BS from the University of Central Florida and a MBA from Rollins College. He is a member of the CFA Institute and holds the Certificate in Investment Performance Management^™ (CIPM®) designation. Originally from the Fort Lauderdale area, Jeff currently resides in Oviedo, FL with his wife. They enjoy cooking and kayaking.