Jeff is a partner of the firm as well as a portfolio manager for GW&K’s Small Cap Value Strategy. He also provides research coverage for our other domestic equity strategies. He is a seasoned analyst with extensive experience analyzing companies and identifying investment opportunities in the Financials sector. Jeff is a member of the firm’s Investment Committee. Through his 20+ years working in investment research, Jeff has gained a broad market perspective covering a wide variety of sectors including Health Care, Technology, Financials, and Real Estate.

Prior to joining GW&K, Jeff was an assistant portfolio manager at ING Investment Management and a vice president and equity analyst at J.P. Morgan Fleming Asset Management. He started his investment career working for Dean Witter Intercapital as an investment management associate.

Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University.  He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.