Partner, Senior Consultant
As a Partner and Senior Consultant, Jeff services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. Jeff has relationship responsibilities across a variety of defined contribution and endowment clients. He joined Fiduciary Investment Advisors, LLC in 2009, which combined with DiMeo Schneider in 2020. Prior to joining the firm, he was a Credit Analyst at Hartford Investment Management Company and a Vice President in Bank of America’s Global Treasury Management Division. Jeff received his MBA from Dartmouth College and his BA from Bucknell University. He serves as a board member for The Bridge Family Center, a nonprofit agency providing a broad range of services for children and families in the Greater Hartford area. Jeff enjoys skiing, golfing, cycling and spending time with his wife and three children.