Jeff is a financial services executive who served as a global leader in numerous aspects of the investment process. He has extensive experience in global equity trading, compliance, investment operations, risk management, securities market structure, public policy, global regulation, and the implementation of technology efficiencies.
Jeff provides both independent consulting and advisory to the financial services community, leveraging his personal experience and industry expertise.
Before founding Estella LLC, Jeff spent twenty years at MFS Investment Management and held the following roles:
Jeff served on the Board of Directors for both Luminex Trading and the National Organization of Investment Professionals (NOIP).
Integral part of the MFS Investment Management leadership team who conceptualized, designed, and implemented the first global asset manager hard-dollar (P&L) investment research payment strategy that intersected both the SEC and FCA jurisdictions.
Achieved multi-asset class alpha preservation through the transformation of the securities execution and measurement process. Reduced the equity trading cashflow and rebalance (40% of the global equity trading notional) implementation shortfall from 14bp to 4bp.
Instrumental in the selection process, contract negotiation, and implementation of the end-to-end investment management/trading platform: Charles River Investment Management Solution (CRIMS).
Led a successful self-funded, ROI focused global enterprise-wide intelligent automation journey that transformed all aspects of operations, including business alignment, risk controls, efficiency, and talent strategy.
Active in guiding market structure public policy and global regulatory enhancements.