Board of Directors
Jeff is a Senior Vice President, Managing Director with Fidelity Investments. He leads a team of retirement plan professionals that service some of America’s largest institutional retirement plans. He has spent his entire 25 year career in the institutional retirement industry and brings experience in fiduciary oversight, investments and organizational agility. Prior to the last nine years with Fidelity, he worked for Vanguard in Scottsdale, AZ (6 years) and Merrill Lynch in Littleton, CO (5 years). Jeff holds the FINRA Series 7 and 63 licenses and is a Certified Financial Planner (TM).
Originally from North Carolina, Jeff earned his BSBA from Appalachian State University and a Master of Taxation from Denver University. Education has always been a priority as he is a strong believer that education is the key attribute that allows individuals to circumvent poverty, develop independence, become self supportive and to integrate as productive members of society.
When not working, Jeff enjoys spending time with his wife and three daughters as well as following Denver Broncos football and playing golf.