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Jeff is responsible for making investment recommendations, conducting financial-based analyses, and striving to help clients achieve their financial goals. Jeff began his career at RegentAtlantic in 2008 as an Analyst, and later became a Team Manager. In this capacity, he managed client relationships and coordinated all aspects of client service for the team. Prior to joining RegentAtlantic, Jeff was an Associate with Mercer Global Advisors. He graduated from The Pingry School in 1996 and earned his Bachelor of Arts in Political Science from Colby College in 2000. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and is currently pursuing the Chartered Financial Analyst® certification.