Senior Managing Director
Jeff focuses on providing merger, strategic advisory and valuation services to institutional firms, family offices and diversified financial services firms. He also sources investor capital for firms seeking to fund co-investment opportunities, equity re-cycling programs and buy outs. Before his current role, Jeff was a Managing Director and Founder of SeaCap Partners, a merchant banking firm. Before joining SeaCap, Jeff spent 7 years with Keefe, Bruyette and Woods (“KBW”). At KBW Jeff was a Managing Director and head of the corporate finance group focused exclusively on investment management firms. Prior to his role at KBW, Jeff was a Vice President at Citigroup. Before, Citigroup, Jeff was at Standard and Poor's where he was responsible for the debt ratings of the largest brokerage firms in the country, commercial banks, savings and loans, and finance companies. Jeff holds a Bachelor of Science in Finance and Business Economics from the University of Southern California. He has also completed post-graduate work in public administration from U.S.C. Jeff has his Series 7, 63, 79 and 24 FINRA licenses.