- BA in Political Science, Phi Beta Kappa, Amherst College
- College of Financial Planning, Denver, CO
Prior to joining the firm in 1996, Jeff spent seven years with the U.S. State Department’s diplomatic corps, four of which he spent in Japan addressing international economic issues and supporting trade negotiations. In addition to analyzing international economic developments and financial markets for the firm, Jeff provides expertise in tax planning and investment management to the firm’s Investment Committee and Financial Planning Committee.
Jeff lives in Lafayette with his family.