Jeff works closely with clients, providing expertise in the areas of alternative investments, manager due diligence, selection and asset allocation. He also operates within the Research Group to maintain a rigorous research and due diligence process. Jeff also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables.
Jeff has more than 20 years of investment research and leadership experience. Prior to joining AndCo, he led Mercer’s North American Manager Research Team and served as Global Head of Alternatives Alpha. Most recently, he was Director of Research at Lowery Asset Consulting, LLC. Jeff also held investment research and leadership positions at Morgan Stanley, Morningstar, John Nuveen & Co., and the Chicago Mercantile Exchange. He is based out of the firm’s Chicago office.