"We retained Jeff, in a witness capacity, to be part of our legal team in representing a client in the financial services industry. Jeff's combination of his prior witness experiences, practical industry knowledge, and his effective and clear communication skills all ensured success in explaining and demystifying complex topics to all parties involved in the case. If the opportunity arose, I would not hesitate to use Jeff again for future litigation support."
“I have seen Jeff’s performance from multiple perspectives; first, as a business unit leader consuming a variety of my firm’s consulting services when he was a client and second, as a consulting partner collaborating with me on a complex investment management client’s operating model assessment. I asked Jeff to join me on this client engagement to leverage his strong reputation and credibility as a Head Trader, investment process and operations knowledge, and ability to quickly comprehend the client’s current state while being able to
offer independent, tailored suggestions on a financially efficient, risk reduced, optimized future state. I look forward to working with Jeff again in the future.”
“I have known Jeff since 1999, worked with him for six years, and most recently retained him for an investment technology assessment, trading desk structure, and best execution process review. Jeff’s extensive practitioner knowledge, leadership skills, and awareness of the marketplace (both investment management best practices and vendor solutions) made him the natural choice for our engagement.”
“Jeff’s professional reputation and experience prompted us to retain his services for an in-depth review of our trading procedures. His deep knowledge surrounding the implementation of investment decisions was instrumental to our best practice review. Following significant growth in our asset base, we were able to leverage his institutional perspective on alpha retention through a full assessment of our trading process and the use of technology.”
“Our firm historically has focused on helping clients transform their finance, accounting, risk, operations, and technology functions to prepare for complex change, optimize performance, and accelerate business growth. We had an opportunity to expand our service offering, with a trust company prospect, around the strategy and selection of a new trading platform solution. Jeff was retained for his investment process subject matter expertise and helped us close the opportunity plus ensured success throughout the engagement.”
“Jeff’s deep expertise and experience in this space have been apparent from day one. We are very pleased to have him as part of our team, as we consider how we consume, track and value investment research across our equity investment teams. We have appreciated his practical, thoughtful and tailored approach throughout, and his keen interest in getting to know us as a firm, rather than applying a 'one size fits all' mentality or 'you have to do it my way' approach.”
“Jeff’s focus on what is best for the end asset owner was a key attribute which led to us engaging him. His industry leadership and deep investment management experience continue to be both accretive to our tactical client solutions and overall strategy.”