Jeff’s easygoing and approachable personality helps him develop and maintain strong relationships and a real rapport with clients. Additionally, clients appreciate the unique background he brings to each engagement, often giving them more than they expect.
Jeff has over 20 years of experience focusing exclusively on the investment company industry, including a former role in fund administration for a third-party service provider and experience working with large institutions. Jeff’s collective background and view from “both sides of the fence” enable him to bring a unique perspective while providing audit and consulting services to open and closed end mutual funds, exchange-traded funds, hedge funds and related service providers. In addition, Jeff’s client base is concentrated in both our Exchange-Traded Fund and Interval Fund Groups, and he is active in those industries from a networking and thought leadership perspective. Jeff is also involved in many technical and audit approach design and implementation initiatives affecting our Registered Fund and Alternative Investment Groups.
- Active in the firm’s technical development, staff development, recruiting and communication efforts; leads engagement performance for the Registered Funds Group, overseeing the development of and adherence to policies and procedures related to audit engagements
- Frequent presenter and trainer for internal and external audiences
- Wisconsin Institute of CPAs
- American Institute of CPAs
Calling Jeff an avid cyclist doesn’t begin to express his commitment to his favorite hobby. Jeff has traveled from Berlin to Copenhagen and Milwaukee to Minneapolis on his trusted bicycle! When he isn’t on his bike, you can find him enjoying live music, cooking or golfing. Jeff, his wife and their son live in Milwaukee, Wisconsin.