Jeff manages the research function within the municipal bond team.  He is responsible for analyzing municipal bond credits and incorporating the credit function into the firm’s portfolio management and trading strategies.  Jeff is a member of the firm’s Investment and ESG Committees.

Prior to joining the GW&K research team Jeff was a research analyst at MFS Investment Management covering a variety of sectors including state and local governments, utilities, and transportation.  Previously, he was a vice president and research analyst at Bank of America Global Capital Management where he was responsible for separately managed accounts and tax-exempt money market funds.  He began his financial services career as a ratings analyst at Standard & Poor’s Rating Services.

Jeff graduated cum laude from Syracuse University with a BA in Economics, and a minor in Spanish Language/Culture.  He is a member of the National Federation of Municipal Analysts and the Boston Municipal Analysts Forum.  Jeff has successfully completed Level 1 of the CFA® program.