Jeff supports the evolution and oversight of Custom Core®, working with internal stakeholders to help financial advisors and their clients get the most out of the strategy. Prior to joining Parametric in 2021, he was a portfolio specialist at Morningstar Investment Management, where he served as a subject matter expert for the firm’s equity and multiasset strategies. Jeff is a member of the CFA Society of Chicago.
Investment professional since 2007
Based in Chicago
BA, psychology, Michigan State University, MBA, University of Chicago