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Jeff oversees and is involved in all aspects of account and asset management, trading, data integrity, and timely and accurate client communications. Jeff contributes to investment strategy and portfolio management policies and often represents the primary point of contact in interfacing with the tax, accounting, and legal professionals of their clients.

What he likes most about SJS are the people he connects with daily, both the employees and the clients, and the friendships and partnerships he’s developed with them.

Jeff, a Toledo native, has more than 20 years’ experience in the field of investment operations. During college, he interned at a brokerage firm and continued working there after graduation. Before returning to Toledo to be closer to family and become part of the SJS team in 2001, Jeff served in operations management at McDonald Investments in Cleveland.

He holds a Bachelor of Science degree from John Carroll University and an MBA degree from the University of Toledo.

Jeff serves on the Finance Board and Finance Council for All Saints Catholic Church, and on the CYO Advisory Council for the Catholic Diocese of Toledo.

Jeff met his wife, Jen, on his first day at college, and they now have three children who keep them very busy.