Jeff is a Partner and the Team Leader of the firm’s Investment Banking and Transaction Advisory Services teams. He is also an active member of the firm’s Accounting and Audit team. With over 25 years of experience, he advises clients in buy-side and sell-side M&A transactions, and provides accounting and consulting services to providers of private capital and their portfolio companies, as well as other privately held companies.
Jeff enjoys helping clients meet their goals, and strongly believes that simply being helpful to clients and prospects produces the best long-term returns. When not working, Jeff enjoys home improvement projects, reading and vacationing.
- Upstate Capital Association of New York
- EkoStinger, Inc.
- CypherWorx, Inc.