Chief Investment Officer
Tel. 781-487-9500 Ext. 124 | Email | vCard | LinkedIn
Jeff, a CFA® Charterholder, leads the development and implementation of Peak’s four model portfolios derived through a quantitative approach called Optimization. He heads the firm’s Investment Policy Committee which helps determine how macro-economic and market events may affect certain investments held on behalf of clients. Also, Jeff works with Peak’s research staff to uncover investment opportunities and incorporate them into the firm’s disciplined, long term investment approach. Additionally, he collaborates closely with Peak’s Wealth Advisors to ensure that each client’s portfolio is closely aligned with their goals and risk tolerance as defined by their financial plan. Jeff firmly believes that the best path to long term investment success is through broad based diversification, the periodic rebalancing of each client’s portfolio, steadfast discipline, and a clear focus on constructing portfolios that reduce expenses, improve tax efficiency, and increase liquidity.
Jeff has been a professional in the financial services industry for over 15 years. Before joining Peak Financial Management, Jeff worked at Wellesley Investment Partners, a subsidiary of Wellesley Bank, as Chief Investment Officer and Chief Operating Officer. He oversaw the growth of this start up to its current position of managing over $120 Million in assets under management for individual clients, families, and foundations. His responsibilities included development and implementation of all Model Portfolios using quantitative and qualitative methodologies. Prior to that role, Jeff was a Portfolio Manager and Analyst with Beaumont Financial Partners, a billion dollar investment firm also located in Wellesley. At Beaumont, he was an integral member of the investment committee, an equity and fixed income analyst, and also managed the company’s mutual fund and ETF portfolios. His early career at Fidelity included roles as a retirement and investment consultant in both the institutional and retail space, advising and guiding clients in the selection of investment products to meet personalized objectives.
Jeff is a CFA® Charterholder and a personal finance professor at Babson College. Jeff received his Master’s Degree in Investment Management from Boston University and resides in Hudson with his wife and three children.