Meet Jeff
Jeff is a member of the Office of the CIO, responsible for all aspects of the firm’s investment process, portfolio construction, and implementation in client portfolios. He retains significant responsibilities related to the private investment program at Strategic. He is a member of Strategic’s Sustainability Committee, working with clients who wish to more fully integrate sustainability, impact, and mission-alignment principles into their portfolios. Prior to joining Strategic, Jeff spent ten years at PricewaterhouseCoopers in its Financial Markets advisory practice, where he advised private equity firms, sovereign wealth funds, REITs, and banks. Before that, he was a manager at Alcatel-Lucent, where he worked in the finance organization, including the pension fund. Jeff serves on the Advisory Investment Committee for Women of the World Endowment.
He holds an M.S. in Management from Babson College and a B.A. in Economics from the University of Pennsylvania, both with honors.