Jeff is a financial services executive and investor advocate with experience as a global leader in the investment process. He provides both independent consulting and advisory to the financial services community, leveraging his personal experience and industry expertise. 

Previously, Jeff spent twenty years at MFS Investment Management and held the roles Director of Trading Analytics & Investment Operations, Director of Global Equity Trading, and Senior Equity Trader.  He also served as a Board Member for Luminex Trading and the National Organization of Investment Professionals.