Jeff has been the managing partner of Kensington Investment Counsel since January 2010 and has been a partner since 2000. Prior to joining KIC in 1999 Jeff was a financial analyst at Credit Suisse First Boston, working in the Mergers & Acquisitions Group in New York City and the Corporate Lending Group in Los Angeles. Jeff worked with strategic and financial buyers and sellers counseling them in valuation analysis and capital structures for transactions.
Jeff is very active in the community of Long Beach, as a member of the Estate Planning and Trust Council of Long Beach and the Rotary Club of Long Beach. He is also an investment committee member of the Long Beach Rotary Scholarship Foundation, the Long Beach Area YMCA and the Sigma Alpha Epsilon Foundation. Jeff lives in Long Beach with his wife and daughter.
Jeff is a graduate of U.C.L.A. (BA Economics, 1993). He is also a member of the national and Los Angeles chapters of the CFA Institute.