Jeff provides leadership, strategic guidance, and management oversight for the firm’s Central PA location. He has worked with a diverse range of clients nationwide providing investment management and financial advisory services since 1982. Prior to originating Roof Advisory Group in 1998, he was Executive Vice President of a regional Mid-Atlantic bank, heading that organization’s Investment Management & Trust Services division. Previously, he spent nearly a decade in various management positions with Mellon Bank’s Institutional Trust group.
Jeff earned his BA from Rutgers University and his MA from Lehigh University. He is an active contributor to several large community not-for-profit organizations and is on the board of directors at WITF, Central PA’s regional PBS and NPR partner.