Portfolio Engineer, Strategic Wealth Advisors Group
Jeff joined The Financial Services Network and Strategic Wealth Advisors Group in 2008 after spending several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU Sacramento with a degree in Finance, Jeff's experience also includes valuing Wall Street mutual funds daily managing trades, corporate actions, contributions and redemption.
As a member of the Strategic Wealth Advisor Group's Investment Committee, Jeff contributes to the design of optimal portfolios for clients and keeps current with the changing economic environments. He also sits on THE Financial Services NETWORK's Best Execution Committee to help ensure that our custodian is giving clients the best possible execution prices and timing on our trading transactions. In his free time, Jeff enjoys traveling the world, cycling, playing volleyball, softball and pretty much anything competitive, spending time with family, friends, and his dog.