Jeff graduated from UW-Platteville in 1987 with a Bachelor of Science in Business Administration, from UW-Whitewater in 1992 with a Master of Business Administration, and earned the Chartered Financial Analyst designation in 1996. He is currently a Vice President, Portfolio Strategist at Madison Investment Advisors LLC, located in Madison, Wis., where he offers institutional clients the necessary insights, knowledge, and perspectives to better understand financial markets as he collaborates with both clients and team members in crafting unique investment solutions.
Prior to joining Madison, he devoted three years to working with CFA Institute, a global association of investment professionals, as director of Society Strategy and Design. In this role, he assisted local CFA societies with developing strategies to maximize the value delivered to their members, member service standards, and funding models. During his tenure, Jeff gained international business experience by living and working in both Hong Kong and London and visiting over 25 countries. Formerly, Jeff was a fixed income portfolio manager at American Family Mutual Insurance for 14 years and managed portfolios totaling $3.2 billion.
Jeff serves on his employer’s charity, expense, and business continuity committees. He is a minority owner of his spouse’s professional administrative services business. Previously, he served as a Presidents Council Representative (PCR) for CFA Institute and served CFA Society of Madison in various capacities including president, program chair, and membership chair. Jeff, along with his wife Brenda, resides in Waunakee, Wis., and has two step-daughters and two grandchildren.