Jeff is a member of the Investment Strategy team, which supports the evolution and oversight of the Custom Core® strategy. He works closely with internal stakeholders to help financial advisors and their clients get the most out of the strategy. Prior to joining Parametric in 2021, Jeff was a Portfolio Specialist at Morningstar Investment Management, where he served as a subject matter expert for the firm’s equity and multi-asset strategies. Jeff earned an MBA at the University of Chicago Booth School of Business and a BA in psychology from Michigan State University. A CFA charterholder, Jeff is a member of the CFA Society of Chicago.
