Jeff joined Wellesley Investment Partners as its CIO, CCO, and COO in November of 2009. Jeff has been in the financial services industry for 15 years. Before joining Wellesley Investment Partners, Jeff worked for Fidelity Investments, specializing in investment planning for high net worth individuals. He then spent five years with Beaumont Financial Partners where he was an integral member of the investment committee, an equity and fixed income analyst, a portfolio manager for the firm’s mutual fund and ETF portfolios, and an equity/fixed income trader.
He received a BA from Assumption College (1999) and a Masters Degree in Investment Management from Boston University (2008). He is a CFA Charterholder. Jeff resides in Hudson with his wife and three children.