Jeffrey is Vice President and Senior Director Portfolio Management of the Westport office. He worked as a portfolio manager in Greenwich prior to his current role in Westport, and has been with BNY Mellon for seven years.
Jeffrey has nearly thirty years of economic and investment experience. He has held positions in Europe and Asia, which include roles as economic analyst, director of equities, mutual fund manager and wealth manager for high net worth individuals and foundations. His area of expertise is international equities, which continues to be his passion as he and the team of portfolio officers in Westport oversees more than $1 billion in assets.
Jeffrey earned his degree from San Francisco State University and he currently serves as a board director for the Westport Historical Society and the Westport Chamber of Commerce. Jeffrey lives in Westport with his wife and two sons.