Jeff is a member of our Board of Advisors, with more than 30 years in asset management product development, sales, marketing and distribution. He is a Partner at Simplicity Group in San Francisco and was formerly President of RetireOne.
Jeff also served as Senior Managing Director and National Sales Manager at Nuveen Investments, where he was also active in distributing alternative investments across wirehouse, independent broker-dealer and RIA channels.
Before that role, Jeff was President and Executive Managing Director of Tradewinds Global Investors LLC, a Nuveen affiliate. Before joining Tradewinds in 2014, he was Managing Director overseeing Nuveen’s RIA channel. Earlier, he was Executive Vice President of Forward Management LLC in San Francisco, with prior roles at JPMorgan, Charles Schwab and Smith Barney’s Consulting Group (now Morgan Stanley). Jeff is a Certified Investment Management Analyst (CIMA) and holds a BA in Business Administration from New England College.