Jeff joined Wingate Wealth Advisors in January 2022. He is the Operations Team Leader and is responsible for overseeing the processes of the back office. This includes working with our advisors and client relationship teams to ensure that the operational needs of our clients are met. He also works to maintain data integrity in our portfolio management system and is heavily involved in our quarterly billing and reporting process. Prior to joining Wingate, Jeff was the Director of Operations at a Registered Investment Advisor (RIA) in Boston.
Jeff holds a Bachelor of Arts in Health Care Administration from Stonehill College. Outside of the office, he enjoys spending time with his wife Alison, their 2 daughters (Josie and Ellis) and their dog (Ladybird).