Managing Director, Chief Investment Strategist, TAG associates
Jeffrey has over 20 years of institutional investment management experience, including manager due diligence, risk management and asset allocation for multi-manager products. Jeffrey has served as TAG’s Chief Investment Strategist since 2005. His primary responsibilities include manager selection and asset allocation for TAG's proprietary fund products and for client portfolios. He joined TAG in 2000 as Director of Investment Research and Portfolio Manager of the TAG Relative Value Fund, which was TAG's first hedge fund of funds product. Prior to joining TAG in 2000, Jeffrey managed the research process for a number of multi-manager fund portfolios both for private investors and at Charles Schwab Investment Management where he was the Senior Analyst for Schwab's mutual fund of funds products.