Jeff is a Director at Greycourt, a member of the advisory team, and he is the portfolio manager of the Greycourt Partners Fund which incorporates Greycourt’s ideas on portfolio construction, manager selection and tactical weightings, and includes a diversified combination of liquid and semi-liquid asset classes. He is also a member of Greycourt’s tactical asset allocation committee which is responsible for assessing absolute and relative valuations of asset classes on a quarterly basis and forecasting returns for those asset classes over the next three years. He joined Greycourt in 2008, while finishing his MBA. Previously, he was employed as an account manager in the automotive industry, supplying a number of major automotive manufacturers.
Jeff is a Chartered Financial Analyst (CFA) charter holder and member of the CFA Society of Pittsburgh. He is also a Certified Private Wealth AdvisorSM (CPWA®) designee. Jeff serves as a member on the investment committee for The Pittsburgh Foundation.