Jeff is the Director of Investment Operations at Ategenos Capital and brings more than 25 years of industry operational and financial technology experience to the firm.

Jeff worked at Brinker Capital and Orion Advisor Solutions for over 17 years most recently as the VP of Investment Operations. During his tenure, he managed various operational teams responsible for client reporting, account reconciliation, account administration, and performance measurement including the firm’s GIPS verified composites. Jeff also led multiple portfolio accounting system conversions in addition to projects integrating the firm’s data with outside financial technology partners. Previously, he held a similar position at Clearbrook Financial and began his career with several years in business analysis, training, and relationship management roles for large fintech firms serving the industry.

Jeff graduated from Pennsylvania State University with a Bachelor of Science degree in Accounting.