Jeff has managed portfolios since 1994. He previously worked at Merrill Lynch, Salomon Smith Barney and UBS Financial Services, Inc., where he developed his investment advisory practice specializing in high net worth individuals and families. Jeff has a BA in Economics and Finance from Southern Oregon State University. He has served on the Central Oregon Community College (COCC) Foundation as a trustee since 2006 and the Investment Committee since 2004 and is currently the Foundation Board Chairman.