Jeff possesses considerable organizational abilities and applies these talents to oversee the operations of the Washington, DC office including the technology platform, managing the team of Client Service Managers, and performing the centralized trading for the office. He leverages the technology and personnel of the firm resulting in efficient and accurate transactions, data flows and reporting. He also researches and implements new technology enhancements to continually improve the accuracy and efficiency of our operations.
Jeff served as the Client Service & Operations Manager of Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018.
Jeff holds a Bachelor of Science in Finance with a minor in Communications from the University of Arizona in Tucson.
Outside of work, you’ll find Jeff at the gym, a hockey rink, or a live music venue.