• 36 Years of Experience
  • 16 Years with TimesSquare

Jeff is a Partner and Head of Client Services. His responsibilities include client service, team leadership, as well as portfolio attribution analysis and general investment research. He is also a member of the Management Committee that oversees TimesSquare. Before joining TimesSquare in 2008, he was a Director for Client Service and Marketing at Jacobs Levy Equity Management, where he co-led the client service and portfolio analysis department. In that capacity, he was a primary point person for all client needs. Prior to that, Jeff began his career in 1988 at Batterymarch Financial Management where he ultimately was a product specialist for U.S. and non-U.S. equity portfolios. He has a B.A. in Political Science from Washington University in St. Louis and an M.S. in Management from Boston University. He is a member of the CFA Institute and the CFA Society New York.  He also holds FINRA Series 7 and 63 licenses.