As a Senior Portfolio Manager, Jeff was responsible for the management of client portfolio assets within their established investment objectives and the firm’s investment strategy. Jeff’s primary responsibilities included investment management, client service and support of business development efforts. Jeff brought over 30 years of portfolio management experience to the Legacy Trust team. While he retired at the end of 2019, he still serves in an Of Counsel role for the firm.
Experience
Legacy Trust, 2017 – 2019
Comerica Wealth Management, 1987 – 2017
Old Kent Bank, 1975 – 1987
Education
B.S. Southern Methodist University
MBA, Western Michigan University
Community Involvement
Mercy Health Saint Mary’s Foundation – Board Member
Mercy Health Saint Mary’s Foundation – Executive Committee Member