Vice President, Private Client Management
As Vice President, Private Client Management, Jeff spends his time educating people about the benefits of Bridgeport’s unique investment approach.
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.
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.