Memberships
Active Fiduciary/Investment Oriented Designations:
- Institute of Business and Finance where he maintains the Certified Fund Specialist (CFS) designation;
- Center for Fiduciary Studies where he maintains the Accredited Investment Fiduciary® (AIF®) designation.
Professional Memberships:
- Revere Coalition, an invitation-only consortium of Registered Investment Adviser (RIA) firms able to demonstrate conflict free objective investment counsel to retirement plan sponsors. Jeff is currently serving as President.