Jeff is a Managing Director at UBS where he co-founded MLM Partners in 2020. With his extensive career as an investment professional, Jeff aims to deliver the entirety of the firm with a focus on overseeing the investment portfolios of his clients.
Prior to joining UBS, Jeff was a Managing Director at J.P. Morgan where he served as Head of Investments and Advice for the Southeast Region of the Private Bank. He led the team of investment professionals who are responsible for advice on portfolio construction, asset allocation, manager selection and opportunistic trading across public and private markets.
Jeff earned a B.B.A. in Finance from the Goizueta Business School at Emory University and holds the Series 7, 9, 10, 63 and 66 securities licenses.
Jeff and his wife, Amy, have a cat and a dog. Golf and wine are his two passions outside of work.
