Jeff joined IR+M in August 2018 and was named Client Relationship Manager in 2025. In his role, Jeff works closely with clients and consultants to understand and support their investment needs and objectives, serving as the point of contact for portfolio reviews and market updates.
Since joining IR+M, Jeff has built his career on the Client Team, first as a Client Service Associate and then as a Client Portfolio Analyst, gaining valuable knowledge and firsthand experience that continues to inform his client service approach.
Prior to joining IR+M, Jeff was an Exchange Traded Funds Associate at State Street Corporation.
Jeff earned a BS in Economics from Clemson University.
Jeff is motivated by investing in others, whether partnering with clients to achieve their investment goals or mentoring colleagues as they grow in their careers.
