Assistant Vice President, Platform Operations
Jeff’s responsibilities consist of supporting the Managed Accounts Team and working closely with our Network Partners to perform functions associated with the execution of trade instructions, build and update models, establish accounts, and provide trading/platform support. Prior to joining Dynasty, he worked for Eagle Asset Management, a division of Raymond James Financial, where he was responsible for portfolio research, equity retail and institutional trading, and financial reporting. He received his BS in Business Administration, with a concentration in Finance, from the University of Florida. In his free time, Jeff enjoys coaching his sons in youth sports, skiing, attending live sporting events, and spending time with his family and friends.