Experience 11 Years
Jeff is responsible for researching and analyzing municipal bonds covering a broad range of sectors. As a GW&K credit analyst, Jeff is integral to the team and is actively involved in the investment decision-making process for our municipal bond strategies. His investment analysis focuses on seeking opportunity to protect and enhance portfolio income, and minimizing risk to protect principal.
Prior to joining the GW&K credit team Jeff was a research analyst at MFS Investment Management covering a variety of sectors including state and local governments, utilities, and transportation. Previously, he was a vice president and research analyst at Bank of America Global Capital Management where he was responsible for separately managed accounts and tax-exempt money market funds. He began his financial services career as a ratings analyst at Standard & Poor’s Rating Services.
Jeff graduated cum laude from Syracuse University with a BA in Economics, and a minor in Spanish Language/Culture. He is a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum. Jeff has successfully completed Level 1 of the CFA program.
I have been fortunate to have covered a wide array of municipal sectors throughout my career, which has provided me with a strong and broad perspective identifying credits that meet a client’s objectives. My experience spanning high yield and high grade investment strategies offers a unique perspective and insights to the team’s research process.