Joined Curi Capital
April 2005
Education
- BA in English Literature, Colgate University
- MBA, Kellogg School of Management at Northwestern University
Previous Experience
- UBS Financial Services, Vice President – Investments
- Chicago Corporation, Investment Advisor/Portfolio Manager
- Bausch & Lomb, Director of Sales & Marketing – Eyewear Division (Latin America & Caribbean)
- SC Johnson, Brand Manager
Bio
Jeff spent the first 12 years of his professional career in sales and brand management at SC Johnson and Bausch & Lomb. In 1993, he began his financial services career as a portfolio manager before moving to Paine Webber and subsequently to UBS Financial Services. In 2004, Jeff merged his business with that of Dick Burridge, Jr. and the team that went on to form RMB Capital, which went on to merge with Curi Capital in 2024.
Jeff’s enthusiastic support for the transition to an independent platform through RMB Capital was based on the belief that he would be able to deliver a deeper and more flexible array of services to his clientele. His responsibilities with the firm have included senior advisor, director of wealth management, and managing director of Family Office Services.
Jeff completed his undergraduate studies at Colgate University and his graduate work at the Kellogg School of Management at Northwestern University. He is a former member of the Board of Directors for the Alliance for the Great Lakes, the Ethics Committee of the Investment & Wealth Institute® (formerly IMCA), the Investment Committee of Sacred Heart School in Chicago, and the Board of Directors for The Old Town School of Folk Music. Jeff enjoys sending time with his family, speaking Spanish, and all kinds of sports.