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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


  • Mercer Investment Consulting
    • Centralized Manager Research – 1997-2002
  • Lotsoff Capital Management
    • Consultant Relations and Client Service – 2002-2009
  • PNC Capital Advisors
    • Director of Consultant Relations – 2009-2015
  • CastleArk Management, LLC
    • Business Development and Client Service


  • Lake Forest College
    • BA, Business – 1997
  • DePaul University
    • MBA, Finance – 2002

CastleArk Management, LLC is a registered investment advisor registered with The Securities and Exchange Commission under the Investment Advisers Act of 1940.

CastleArk Form CRS

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