Jeff has 11 years in the financial services industry and is responsible for trading, research and fund operations.
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.
Jeff graduated from Oakland University in Rochester, Michigan with a Bachelor of Science degree in Business Administration majoring in Management Information Systems. Jeff also holds an Accredited Asset Management Specialist designation from the College for Financial Planning.