- BS in Finance, Beta Gamma Sigma, San Francisco State University
- Certificate in Financial Planning, Boston University
Jeff is our Director of Research responsible for providing analysis and support to Chief Investment Officer, Rich Golinski and the Investment Committee. He has over 25 years’ experience in the investment management industry with a focus on portfolio management, trading, and research. Jeff has previously held positions at Barclays Global Investors (now Blackrock), Northern Trust, JPMorgan, and Fisher Investments.
He is a native Bay Area resident and currently lives with his wife in Marin County.