Jeff joined Gateway in 2021 as an Associate covering companies across a broad range of industries. He focuses on investor relations campaigns and plays an integral role in strategic counsel and shareholder relations. He brings nearly 10 years of capital markets experience on both the buy-and sell-side.
Prior to joining Gateway, Jeff served as an investment analyst at a single-family office, where he was responsible for the firm’s small-cap public equity investment strategy. Before that, he spent over seven years as a Senior Analyst at Northland Capital Markets, a full-service boutique investment bank, where he primarily covered the energy sector.
Jeff is a CFA® Charterholder and holds an MBA from Chapman University where he also received his undergraduate degree, double majoring in Business Administration and Accounting with dual emphases in Finance and Marketing. In his free time, Jeff is most likely spending time with his wife and daughter, seeing family and friends, or studying up on investment opportunities.