Director of Taft-Hartley Consulting, CIMA®
Jeff joined DiMeo Schneider & Associates, L.L.C. in 2000 and is the Director of Taft-Hartley Consulting. Working with the firm’s team of consultants, he provides investment consulting services by giving advice and information on the manager search process, fund selection for portfolios and overall investment management. Jeff leads our Taft-Hartley Business Council. Prior to this, Jeff was president of an advisory division of LaSalle Street Securities, L.L.C. He obtained the title of Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. Jeff has been a guest speaker at several national conferences related to Taft-Hartley services. He is also on the Advisory board of Made in America, an organization dedicated to providing ongoing education to the Taft-Hartley community. Jeff is the head of the stewardship committee of his local parish and leads a team of volunteers who serve the homeless breakfast on a monthly basis. He enjoys golf and snowmobiling.