Jeff has 14 years in the financial services industry and is responsible for equity, derivatives, and fixed income trading. Jeff also provides support with respect to the 40 Act mutual funds and separately managed account operations including but not limited to proxy voting, soft dollar commission management, and compliance.
Prior to joining Robinson Capital Management, Jeff worked for Charles Schwab & Co., Inc. as an Associate Financial Consultant. In that role, he was responsible for meeting with clients and prospects, wealth management planning, and presenting solutions based on their individual needs. Before that, he was a Trading Solutions broker where he was responsible for educating Schwab’s most active clients and providing guidance on trading strategies, market mechanics, evaluating risk parameters and performing technical analysis. While at Schwab he held Series 7, 9, 10, 63 and 66 licenses.
Jeff graduated from Oakland University in Rochester, Michigan with a Bachelor of Science degree in Business Administration majoring in Management Information Systems.