Director - Investments Strategies
Jeff serves as Director - Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Jeff also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals. He also serves on the firm's Investment Committee.
Jeff has more than 25 years of experience in traditional and alternative investments, financial planning and wealth management, capital markets and investment product development. He was previously Managing Director of a $1.5 billion hedge fund and also held senior leadership positions at Merrill Lynch and Wells Fargo Securities.
Jeff holds a B.A. in Economics from Colorado State University. He and his wife, Cari, live in Aspen, CO with their two boys and are active supporters of various charitable and non-profit organizations.