Experience 24 Years
Jeff is a partner as well as a portfolio manager and analyst on our U.S. small cap equity team. He manages our small and small/mid cap core strategies, directs our domestic equity research effort, and provides research coverage for the Energy, Materials and Utilities sectors. Jeff is a member of the firm’s Management and Investment Committees.
Jeff joined GW&K in 2004 to work on a nascent small cap core strategy and build out the firm’s research efforts. Since that time, the team has launched several other small/mid products and built a reputation for low turnover, risk controlled portfolio construction, and high quality stock selection. Previously he spent several years at BNY Asset Management. He worked with researchers in the firm’s centralized equity research department before joining its small cap growth team covering several sectors. Earlier, he worked at State Street Bank and Bay Bank.
Jeff earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
Jeff serves on the board of directors and as a coach for Brookline Youth Hockey. He and his family have been active with programs associated with All Saints Parish in Brookline where he has served on the board; St. Stephen’s Youth Programs in Boston; and My Life My Choice in Boston.
Clients are always top of mind for GW&K leadership and this focus permeates our culture. Clients are the reason we are here. We have proven that complete honesty and openness builds a strong relationship that can survive challenges as well as good times. GW&K is living proof that if you keep your focus on clients and their outcomes, you will have the foundation for a successful business.