Jeff joined Diversified Trust in 2011. He is actively involved on the company�s investment committee and is responsible for oversight of the firm�s hedge fund of funds, private real estate and other alternative strategies. He also serves on the company�s private equity investment committee. Jeff�s career spans more than 20 years focused on manager due diligence, portfolio construction and asset allocation, with specialized expertise in alternative investments. Previously, Jeff oversaw the hedge fund platform for a $35 billion trust company where, as lead portfolio manager, he directed all facets of the firm�s investments in hedge funds. Prior to that he served as Chief Investment Officer for a $1.5 billion wealth advisory firm located in Atlanta where he guided the firm�s investment effort. Jeff is a graduate of Syracuse University where he earned a Bachelor of Arts in Economics. He is a CFA charter holder and active member of the CFA Institute, the CFA Society of Atlanta, the Southeastern Hedge Fund Association and the Atlanta Economics Club.
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.