Jeff joined Freeman & Co.'s M&A and Advisory Services group in 2018, after beginning his career with the firm's Freeman Consulting Services (FCS) group in 2007. Jeff currently focuses on advisory transactions in the broker-dealer and financial technology sectors.
During his tenure with FCS, Jeff led strategic engagements for global and boutique investment banks across five continents. His practice centered around using data to address the challenges of coverage strategy, client segmentation, expansion planning, and performance management. Jeff's commentary on competitive dynamics in the investment banking market has been featured in Bloomberg, The Wall Street Journal, Reuters, CNBC, Financial Times, and other global financial media.
Jeff received a B.A. in English, cum laude, from Dartmouth College.