Jeff is the Financial Controller at Ategenos Capital and brings more than 20 years of experience to the role.

Jeff was previously a Manager of Financial Planning and Analysis at Orion Advisor Solutions where he supported the firm’s FP&A activities for their Wealth Management Platform. In his time at Orion, Jeff was an integral part of budgeting, financial close, and planning processes. Additionally, Jeff supported Orion’s Wealth Advisory solution and was responsible for preparing financial information for the Brinker Capital Destinations Funds.

Prior to joining Orion in 2020, Jeff served as Vice President of Financial Analysis at Brinker Capital, Inc.

Jeff received his Bachelor of Science degree in Accounting from Cabrini University.