Jeff brings over 15 years of experience in the financial services industry. Jeff started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction. Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.
Jeff earned his B.S. in Finance/Economics at Canisius College, graduating summa cum laude. He has held the Chartered Financial Analyst (CFA) designation since 2010.
Sheridan Meadows Corporate Park North
6400 Sheridan Drive, Suite 132
Williamsville, NY 14221