Jeff works with the firm’s partners and Client Advisors to develop and execute investment strategies based on management philosophy and client objectives across all asset classes and product types. Jeff also leads a variety of investment strategy/policy committees formed to assess tactical and strategic asset allocation convictions and themes across the firms’ client base.
Prior to joining TwinFocus, Jeff was the Market Strategist for The Colony Group. He served on the Investment Committee and chaired the Asset Allocation, Alternatives, and Equity committees. His responsibilities included strategic and tactical asset allocation research and policymaking, as well as, directing manager due diligence and selection for Colony’s enhanced open architecture offering. Previous industry roles include Chief Risk and Compliance Officer at Venus Capital Management, a hedge fund manager, and Senior Analyst for Gottex Fund Management, a fund of hedge funds manager. Jeff started his professional career as an engineer, in multiple capacities, with IBM.
As an academic, Jeff was a professor in the Finance and Economics Department at Boston University School of Management, a visiting professor of finance at NYU, and an instructor at Reykjavik University. At BU, he was the founding faculty director of the Master of Science in Investment Management (MSIM) program. Jeff has been published in academic and practitioner journals and is the co-author of the book Running Money: Professional Portfolio Management (McGraw Hill, 2011). Jeff sits on the Board of Directors of the Brattle Film Foundation.