Jeff has had a dynamic career as an operator and growth driver across the financial services ecosystem, both domestically and internationally, and has had executive roles in Asset Management, Wealth Management, Consulting, and Fintech.
His career started in the mid-80s as a lawyer in Washington DC. After deciding to leave law, he joined wealth management firm Shearson Lehman Hutton before joining Putnam investments in the mid-90s where he launched its 401k business for Advisors and its variable annuity and sub-advisory businesses,
After working abroad for Putnam, Jeff returned to the states and joined Mercer as President of its Global Outsourcing business, President of Mercer Trust, and Executive Committee member. Following that, Jeff joined UBS as the head of Advice and Platforms, which included all fee-based products and tech, mutual funds, ETFs, financial planning, discretionary model management, manager research, and retirement accounts.
