Jeff is a senior relationship manager at the firm working with institutional clients and also serves as the relationship management team’s channel lead for internal distribution, partnering with BNY Mellon Wealth Management and BNY Mellon Asset Management.
Jeff has been in the investment industry since 1995 and has extensive experience working with both retail and institutional clients. Prior to joining the firm, Jeff served as an assistant vice president of client services with MFS Investment Management. Previously, he worked as manager of mutual fund operations at John Hancock Funds.
Jeff received a BS from the University of New Hampshire's Whittemore School of Business and Economics.
Experience listed may include partial year periods.