Jeff is Head of Advisor Relations on Polen Capital's U.S. Distribution team, responsible for leading the advisor relations and national accounts teams. Prior to joining Polen Capital in 2019, Jeff was Managing Director, Head of Investment Platforms and Research Coverage for DWS. Prior to that, he served as Head of Broker Dealer National Accounts at Deutsche Asset Management and Executive Director, International Distribution at UBS Asset Management. Jeff received a B.S. in Finance from Syracuse University.
Interests
Enjoys working out, golfing, traveling, and spending time with family and friends