Jeff founded LMP in 1999. He serves as the Chairman and a Managing Director. Prior to LMP’s organization, Jeff was the co-founder and President of Putnam Lovell Securities. During the 1990’s, Putnam Lovell emerged as a preeminent boutique investment bank serving the financial services sector and was later acquired by the National Bank of Canada. Jeff was a senior investment banker who advised on over 50 merger and acquisition transactions for a diverse group of global financial institutions and a prestigious list of private investment firms.
Earlier in his career, Jeff held executive positions at SEI Investments. From 1976 to 1988, Jeff led international, national and regional sales efforts within various divisions of SEI. He also launched SEI's first overseas business venture and directed its non-US acquisition efforts.
Jeff received a Bachelor of Science degree in Finance from the Leeds School of Business at University of Colorado. Jeff is currently a member of the Boards of Directors of Leerink Swann Holdings, Matthews International Capital Management and Mercer Advisors Inc. Jeff is a member of the Investment Policy Committee of University of Colorado Foundation and a Board member emeritus of the Leeds School.