“Life is a learning experience, only if you learn.”— Yogi Berra
Jeff is responsible for delivering investment solutions and advisory services to HPA’s clients, with a particular focus on serving institutional investors. He also is a member of the firm’s investment committee and management committee utilizing his broad industry experience to support the HPA Team on corporate strategy, investment strategy and other aspects of the firm’s business. Jeff has over 30 years of investment industry experience, primarily with one large investment firm. He served in a wide variety of investment-related and management-related roles at that firm, including as a C-suite executive, a research director, a risk manager, an investment strategist/economist, a quantitative and fundamental portfolio manager and an investment consultant.
As has been the case throughout his career, Jeff’s efforts center on the importance of understanding and managing investment risks faced by clients across varying market environments. He believes deeply in HPA’s mission of providing evidence-based investment approaches and squeezing out those decisions that raise the risk of failure in an investment program. Jeff has been a frequent writer of white papers and speaker at conferences on a broad range of investment topics as well as participated in many national media interviews over the years.
Jeff’s academic background includes a BA in Economics from the University of Rochester and a Ph.D. in Economics from Temple University.
Call (585) 485-0135 to discuss how a factor-based approach could pay off for you.