Jeff is a portfolio manager on the Leveraged Credit Team and serves as co-chair of the Bank Loan Strategy Group. He manages bank loan portfolios for a diverse range of global clients, including insurance companies, pension funds, endowments and foundations, and retail investors.

Prior to joining Wellington in 2001, Jeff was a bank loan analyst at CypressTree Investment Management covering the consumer products, textiles, cyclicals, and telecom industries. Before that, he held several credit analysis and lending positions at the former Chase Manhattan Bank and its predecessor organizations.

Jeff holds a BA from Williams College and an MBA, with distinction, from the Wharton School at the University of Pennsylvania. He also holds the Chartered Financial Analyst (CFA) designation.