Jeff is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team. Jeff joined the firm in 2015 and has been in the industry since 2001. Previously, he served as a Portfolio Manager on the Large Cap strategies at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023). Prior to that Jeff worked as a Co-Portfolio Manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets, and a Consultant for FactSet Research Systems.

Education & Professional Credentials:

• Industry Start: 2001
• University of Vermont, BS
• New York University, MBA