Jeff is responsible for portfolio management, research and security selection, asset allocation strategy and managing the firm’s financial operations. Prior to forming InterOcean Capital in 2005, Jeff was a Financial Advisor at Morgan Stanley, Financial Analyst for the Montgomery Private Client Services Group at Banc of America Securities, Financial Advisor/Derivatives Specialist in Bank of America’s Private Bank and Vice President of Finance for Horizon Group Properties, Inc. Jeff earned a Bachelor of Science in Finance from Eastern Illinois University and an MBA from the University of Illinois at Chicago. He is a CFA charterholder and member of the CFA Society of Chicago.
26 Years Investment Experience
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