Jeff provides business development support to financial advisors operating in New England. Jeff is known for his enthusiastic, driving force and passion for helping advisors elevate their businesses to the next level. Prior to joining AssetMark, he was the Regional Vice President to the Connecticut, Rhode Island, and Massachusetts territory for Advisors Capital Management. While working as an External Wholesaler to the Connecticut territory for Curian Capital, Jeff was one of the leading sales people from 2009-2012 and was awarded the "Innovator of the Year" for 2012. He also held the role of Regional Vice President at MetLife Investors, Putnam Allstate, and John Hancock/Manulife/Wood Logan.
Jeff attended Longwood University and Ferris State University where he received a BBA.