Partner, Institutional Sales and Client Service Officer

Phone: 484-654-1393
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Jeff joined Conestoga Capital Advisors in August 2016 as Institutional Sales & Client Service Officer and became a Partner in 2019. In this role, he is responsible for business development and client service. Prior to joining Conestoga, Jeff held research positions with Lincoln Financial Group and Nationwide Fund Advisors. At Nationwide, he was Director of Manager Research with responsibility for manager selection and oversight for the firm’s U.S. and International Equity Funds. From 2006 to 2010 he was a Quantitative Analyst at Turner Investments providing research and analysis for the firm’s investment strategies. Earlier in his career Jeff served as a Product Specialist for Brandywine Global Investment Management and a Marketing Associate at Delaware Investments. Jeff earned a B.A. in Finance from Western Michigan University and an M.B.A from La Salle University. He holds the Chartered Alternatives Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations. He currently holds the Series 7, 63 and 65 Licenses.

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