You have plenty of "yes" men. What you need is a "know" man.
Jeff is responsible for providing the highest level of service to FUSE clients. In his role he works closely with FUSE clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Jeff also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects.
- Strategic Insight, 2016-2018
- Led the U.S. and global research teams in coverage of product trends, channel developments, and evolution of asset management organizations.
- Provided thought leadership, data tools, and client consultation on the US subadvisory market.
- kasina, 2014-2016
- Director and contributor of research on sales organizations, data analytics implementation, product development, and digital engagement.
- Collected and delivered customized data on advisor sentiment and behavior.
- Cole Capital, 2011-2014
- Provided executive decision-support, product strategy, and sales strategy/support for commercial real estate investments totaling $12 billion in AUM.
- Cerulli Associates, 2004-2011
- Practice management leader for managed accounts and institutional asset management teams.
- Created foundational research on the creation of UMA platforms and the evolution of advisory programs.
- Authored two annual market-sizing studies on the retail product landscape, including five-year projections for intermediary channel growth and mutual fund, ETF and SMA flows.
- Part of the team that brought to market one of the first daily valued, perpetual life real estate investment trust (REIT) products.
Education & Other ExperIENCE
- Georgetown University, BS, Business Administration
- Chartered Alternative Investment Analyst (CAIA) charterholder
Interesting Notes, Perhaps
- Serve as an alumni interviewer of prospective students to Georgetown University as part of the admissions process and realize that I would never be admitted under today’s standards.
- Avid fan of the Georgetown Hoyas, Arizona Cardinals, SF Giants, and whoever is playing against Syracuse.
- Exercise activity consists of trying to keep up with two indefatigable daughters.