Vice President, Portfolio Consulting
In his role as Vice President of Portfolio Consulting at The Financial Services Network, Jeff contributes to the design of optimal portfolios for clients and keeps current with the changing economic environment. He also manages the Portfolio Consulting Team, verifying proper account management and trade execution. Jeff sits on The Network’s Best Execution Committee to ensure that our custodian is giving clients the best possible execution prices and timing on our trading transactions.
Jeff joined The Network and Strategic Wealth Advisors Group in 2008 as a partner of Dynamic Capital Management (DCM), the legacy group that went on to become Portfolio Consulting Services. Prior to DCM, he spent several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. Jeff’s experience also includes valuating Wall Street mutual funds daily, managing trades, corporate actions, securities lending, foreign exchange trades, contributions and redemption.
Jeff lives in Northern California with his wife and son. He enjoys spending his free time with his family, friends and dog. He also enjoys traveling the world, cycling, playing volleyball or softball and doing pretty much anything competitive.
- Bachelor of Science in Finance, California State University, Sacramento
- Securities registrations Series 7 held through LPL Financial. Series 66 held through Strategic Wealth Advisors Group, and LPL Financial.
- FINRA Series 7: General Securities Representative Examination
- FINRA Series 66: NASAA Uniform Combined State Law Examination