Jeff's business career began at age 14 when he started his first company. By the time he was 24, he had built and sold three startups. He joined Merrill Lynch in 1994 as an advisor to private clients. Over the next 20 years, he held many senior level leadership roles on Wall Street. As a member of the operating committee, Jeff helped redefine the financial services offering at Bank of America Merrill Lynch and reported directly into the head of wealth management. In his last role, Jeff was ultimately responsible for $138 billion of global private client investment assets.
His experience as a senior C-Level executive with verifiable year-over-year success, achieving revenue, profit and business growth objectives within start-ups, turnaround and rapid change regulated environments both domestically and internationally has given him a conservative perspective into venture capital investing.
His international finance knowledge has been critical to our thinking about opening access for offshore clients to participate in U.S. venture eco-systems. His years of leadership development have been instrumental in helping our investment founders think through the strategies of building their companies and leading their teams.