Experience 23 Years
Jeff is a member of GW&K’s institutional team responsible for business development and consultant relations in the South region. He previously served as the regional sales director for the Southeast and Mid-Atlantic regions for GW&K’s advisory channel. Jeff has been servicing the firm’s clients, consultants, and advisors since 2002, and has grown both the advisory and institutional lines of business since 2004. Jeff is based Atlanta.
Prior to joining GW&K in 2000, Jeff was an associate in the Global Custody Group at Brown Brothers Harriman & Co where he was responsible for servicing institutional clients.
Jeff received his BS in Finance and Marketing from Boston University, and earned an MBA from Boston University. He has earned the Certified Investment Management Analyst® designation and is a member of the Investments & Wealth Institute™. Jeff holds the Series 6, 7, and 63 Licenses with FINRA.
I enjoy interacting with our clients – providing strategy updates and sharing our market insights. But what I truly thrive on is getting to know our clients on a personal level. Above all else, we are in the relationship business and we always put our clients’ needs first. By understanding how our clients think about investing and how they view the world, we can be better stewards of their capital.