Joined
GW&K 2000
Industry
Experience 26 Years
Jeff is responsible for new business development and relationship management in the Institutional, RIA, and Family Office channel. He develops relationships with advisors and consultants, educating them on the capital markets and GW&K’s strategies, as well as providing ongoing service to enhance the advisor-client relationship. He is a member of the firm’s Diversity Equity & Inclusion Committee. Jeff has been servicing GW&K’s clients, consultants, and advisors for over 20 years, and has grown both the advisory and institutional lines of business at the firm. Jeff is based Atlanta, Georgia.
Prior to joining GW&K in 2000, Jeff was an associate in the Global Custody Group at Brown Brothers Harriman & Co where he was responsible for servicing institutional clients.
Jeff received his BS in Finance and Marketing from Boston University, and earned an MBA from Boston University. He has earned the CIMA® designation and is a member of the Investments & Wealth Institute™. Jeff holds the Series 6, 7, and 63 Licenses with FINRA.
I enjoy interacting with our clients – providing strategy updates and sharing our market insights. But what I truly thrive on is getting to know our clients on a personal level. Above all else, we are in the relationship business and we always put our clients’ needs first. By understanding how our clients think about investing and how they view the world, we can be better stewards of their capital.