Jeff has more than 20 years of experience in portfolio and investment management. As chair of the BKD Wealth Advisors’ Investment Committee, he develops, implements and oversees the investment management process for the firm, including investment selection for high net-worth families and corporations. He also serves as the senior portfolio manager for BKD Wealth Advisors in Springfield.
Before joining BKD Wealth Advisors in 2000, Jeff was a senior portfolio manager in the private bank group of a nationwide banking organization. He is a member of the St. Louis Society of Financial Analysts, CFA Institute, and Greene County Estate Planning Council.
Jeff is a Chartered Financial Analyst® charterholder. The CFA® charter is obtained through the successful completion of a three-year program with studies in equity analysis, fixed income analysis, portfolio management, accounting, economics, derivatives and ethics. He is a 1987 graduate of Missouri State University, Springfield, with a B.S. degree in finance and in 1995 with an MBA degree in finance.