has been a professional in the financial services industry for over 16 years.
Currently, he is the Chief Investment Officer of Peak Financial Management, a
boutique Registered Investment Advisor in Waltham, MA with over $320 million in
assets under advisement. Jeff’s
responsibilities include portfolio development, security research and
valuation, and trading.
to Peak, Jeff worked at Wellesley Investment Partners, a subsidiary of
Wellesley Bank, as Chief Investment Officer and Chief Operating Officer. He
oversaw the growth of this company from a start up to managing over $120
million in assets under management for individual clients, families, and
foundations. His responsibilities included development and implementation of
all model portfolios using quantitative and qualitative methodologies. Before
that role, Jeff was a Portfolio Manager and Analyst with Beaumont Financial
Partners, a billion dollar investment firm also located in Wellesley. At
Beaumont, he was an integral member of the investment committee, an equity and
fixed income analyst, and also managed the company’s mutual fund and ETF
portfolios. His early career at Fidelity included roles as a retirement and
investment consultant in both the institutional and retail space, advising and
guiding clients in the selection of investment products to meet personalized
is a CFA® Charterholder and received his Master’s Degree in Investment
Management from Boston University. He
resides in Hudson with his wife and three children.