Business Development, Client Service
Jeff entered the investment industry in 1997, serving as a member of Mercer Investment Consulting’s centralized manager research group in Chicago for five years. Jeff then spent nine years in a consultant relations and client service role for Lotsoff Capital Management. In 2009, Jeff joined PNC Capital Advisors as director of consultant relations.
Jeff joined CastleArk in 2015 and is responsible for business development, working closely with institutional investment consultants and their clients