Designations and Licenses

Jeff holds the Chartered Financial Analyst® designation.

Experience and Education

As chief investment strategist, Jeff serves as a member of the investment committee and leads Mariner’s equity team. In this capacity, he contributes to decisions impacting strategies and tactical allocation of portfolios at the asset class level and also has the responsibility of driving research, portfolio construction and security selection for large– and mid–cap equity strategies focused on U.S. Stocks. 

Prior to joining Mariner, Jeff was a senior portfolio manager at U.S. Bank where he worked with private individuals and foundations. Prior to that, he served as head of investments at Hilliard Lyons Capital Management where he managed a team of investment professionals and various equity strategies including dividend growth, high yield, large–cap growth and mid–cap core. Before Hilliard, Jeff was director of core investment strategies at Fifth Third Asset Management and lead manager on the Fifth Third Dividend Growth portfolio.  

Jeff has a Bachelor of Arts degree in economics from DePauw University and a master’s degree in management from the Kellogg Graduate School of Management at Northwestern University. He is a member of the CFA Society in Cincinnati.

Accolades

Jeff appears regularly on CNBC and Bloomberg and has been frequently quoted in The Wall Street Journal and Barron’s.

Personal Interests

Jeff enjoys running, playing golf, tennis, swimming, skiing and traveling. He has raised significant funds for charitable entities through running road races. He has completed multiple marathons and mini-marathons and countless 5k and 10k races. He serves on the boards of Cancer Family Care (co-chair of the capital campaign), Breakthrough Cincinnati and Mary Magdalen House. He is also a member of the finance committee at the Catholic Intercity School Education Fund and a mentor for students at Xavier University.