As a Managing Director at Avalan, Jeff has over 20 years of experience consulting with public endowments, foundations, insurance companies and insurance trusts in constructing and executing Investment Policy Statements. Similar to institutional investors, Jeff has spent the last 15 years advising successful entrepreneurs in preparation for the exit of their company and offering multi- family office services to execute their post transaction life.
Prior to joining Avalan, Jeff served as a Director for Miracle Mile Advisors and prior to that he served as Senior Director for BNY Mellon, where he advised founders of companies transitioning from being business owners to full time investors in asset allocation, pre-transaction planning and estate planning. Prior to BNY, Jeff spent 8 years at Sanford C. Bernstein as Vice President and Investment Advisor. While launching Bernstein’s private client channel in Utah, he grew the business by focusing on merger and acquisition strategy as well as alternative investments recommendations for his clients.
Jeff earned his Bachelor’s degree from Southern Utah University. He lives with his wife, Kristin, and 4 sons in Simi Valley. He is very active with youth groups in particular The Boy Scouts of America. He loves coaching sports and playing golf.