Jeff is an investment professional with more than 25 years of experience in stock identification and macro-asset allocation. He is particularly engaged with integrating ESG/SDG into investment strategies.
Jeff began his career in investment banking – working at Chase Manhattan Bank and Deutsche Bank. In 1996, he became Director of Technical Strategy and Research at Fidelity Worldwide Investment. During his 20 years at Fidelity, Jeff headed a team of technical analysts who advised equity fund managers and research analysts on stock selection and macro-asset allocation.
Jeff holds a Bachelor’s degree in Political Science & English Literature from Ohio State University, and received a Master’s in International Management from the Thunderbird School of Global Management in Phoenix, Arizona.