Vice President of Operations & Compliance
Join Date: October 2005
Jeff oversees the operations, compliance, reporting, and technology functions of Alesco Advisors LLC. He serves as the firm’s Chief Compliance Officer and is a member of the management team and board of directors.
Previous to his time at Alesco, Jeff served as an operations specialist for a financial planning firm based in Olean, NY.
Credentials & Education
- Master of Business Administration (MBA), St. Bonaventure University
- Bachelor of Business Administration (BBA) - Finance (Double Minors - Economics, Music), St. Bonaventure University
- Certificate in Investment Performance Measurement™ (CIPM®) designation
Jeff currently serves on the finance committee of C.U.R.E. Childhood Cancer Association and previously served on its board of directors. C.U.R.E. is a local non-profit that focuses on addressing the social, emotional, financial, and educational needs of families whose children have been diagnosed with cancer or chronic blood disorders.
Since 2014, he has been actively involved as an on-air volunteer with WXXI Reachout Radio, a radio service that provides access to newspapers and other print content for people who are unable to read print due to vision loss or physical disability.
Jeff and his wife Samantha reside in Pittsford, NY with their son, Alexander. Jeff is an avid Buffalo Sabres, Buffalo Bills, and St. Bonaventure Bonnies fan.