Vice President, Private Client Management
About
CURRENT ROLE:
As Vice President, Private Client Management, Jeff spends his time educating people about the benefits of Bridgeport’s unique investment approach.
BEFORE BRIDGEPORT:
Jeff brings nearly 20 years of investment management experience to Bridgeport. Most recently, he was Regional Vice President of a US-based institutional asset manager responsible for growing their Canadian private client division.
EDUCATION:
Earned a Bachelor of Commerce degree with a major in Economics from McGill University. He has obtained the CIM designation.
WHAT HE LOVES MOST ABOUT HIS JOB:
Jeff enjoys meeting people and helping them articulate and define their financial outlook so that they may achieve their financial goals.
ON THE WEEKENDS:
Jeff spends most of his weekends with his three young kids. When not doing that, he enjoys golfing and experimenting with new recipes on the BBQ.