Jeff’s background in both investment analysis and fund management provides unique perspective and insight into the numerous investment opportunities available to our clients. Prior to joining SRS, Jeff was a Partner and Portfolio Manager at Denver Investments, where he and his team were responsible for management of the firm’s Small, SMID, and Mid-Cap Growth products.
Jeff holds a B.S. in Psychology from the University of South Florida and an M.B.A. from the Daniels College of Business at the University of Denver. Jeff is a Chartered Financial Analyst® (CFA®) charter holder and a member of the CFA Society of Colorado. He is a former world-ranked tennis player and is married with three children.