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Jeffrey is a Senior Associate Advisors at Greycourt. Jeffrey works closely with other members of the advisory team and senior investment analysts to analyze and manage client investment accounts, perform asset allocation modeling and conduct research on managers. Prior to joining Greycourt in 2019, Jeffrey was an investment analyst with Gallagher Fiduciary Advisors, where he was responsible for asset allocation analysis, portfolio construction, and monitoring investments for approximately $3 billion in institutional client assets.