Jeff has over 15 years of experience consulting with very successful founders of companies, families and institutions in identifying their values so that they can construct and execute effective Investment Policy Statements. Jeff serves as Director of the firm.
Prior to joining Miracle Mile Advisors, Jeff served as Senior Director for BNY Mellon, where he advised founders of companies transitioning from being business owners to full time investors in asset allocation, pre-transaction planning and estate planning. Prior to BNY, Jeff spent 8 years at Sanford C. Bernstein as Vice President and Investment Advisor. While launching Bernstein’s private client channel in Utah, he grew the business by focusing on merger and acquisition strategy as well as alternative investments recommendations for his clients.
Jeff earned his Bachelor’s degree from Southern Utah University. He holds the Financial Industry Regulatory Authority (FINRA) Series 3, 7, 30 and 66 securities licenses. Jeff lives with his wife, Kristin, and 4 sons in Simi Valley. He is very active with youth groups in particular The Boy Scouts of America. He loves coaching sports and playing golf.