Jeff manages Lipper’s research efforts in the U.S. and Canada. His responsibilities include general industry knowledge, performance, flows, and methodology. He is a regular contributor to Lipper’s Fund Flows and Closed-End Funds reports and writes and presents Lipper’s quarterly performance review, with an emphasis on fixed income markets. He is widely quoted in the financial media, including The Wall Street Journal, Barron’s, SmartMoney, CNBC, Ignites.com, and more.
Jeff joined Lipper in 1997, serving as a fee and expense analyst and later a portfolio research specialist. For the past ten years, he’s been in the research department where he assumed his current role.
Jeff has completed Level I of the CFA program and holds a BA in economics from Metropolitan State College. Jeff is also a member of the Canadian Investment Funds Standards Committee.