Vice President, Relationship Director & Investment Specialist
Prior to joining Avantis Investors®, Jeff was a vice president and regional director at Dimensional Fund Advisors where he spent over 16 years working with wealth management firms in a variety of capacities. Jeff specialized in helping advisors understand and implement Dimensional's academic-based investment strategies. In addition, Jeff supported Dimensional's clients in areas of messaging and business strategy. In his most recent role, Jeff managed a team of regional directors focused on large, strategic relationships. Before Dimensional, Jeff was a senior consultant in the International Tax Group at Ernst & Young where he assisted multinational corporations with the strategic planning and analysis of intercompany transfer pricing.
Jeff holds a bachelor's degree in economics from Colgate University where he graduated magna cum laude with honors distinction and a master's degree in business administration from UCLA Anderson.