Jeff joined Congress Asset Management in 2010 as an Executive Vice President and the firm’s Director of Fixed Income. In addition, he is a member of the firm’s Investment Oversight and Management Committees.

Jeff has over 32 years of experience managing fixed income portfolios on behalf of institutions and individual investors. His previous roles have included CEO of Prelude Asset Management, Director of Portfolio Management & Private Equity Mass General Brigham (fka Partners HealthCare System), and fixed income portfolio manager for the North Carolina Retirement Systems, where he was responsible for managing over $30 billion dollars in short-term and long-term fixed income assets.

Jeff is a CFA Charterholder and a member of the CFA Society Boston and the CFA Society South Carolina.