As President and co-founder of Matrix Capital Markets Group, Jeff has shared his negotiating and financial experience with clients involved in a wide range of merger and acquisition activities including exclusive sales, complex recapitalizations, and management buyouts. He has taken direct responsibility for dozens of middle market assignments and has participated in over 100 Matrix transactions.

Prior to Matrix, Jeff gained substantial underwriting and lending experience as a senior financial analyst with the multibillion-dollar conglomerate, Figgie International. His responsibilities were to procure, analyze, and fund commercial lending and investment transactions including leveraged buy-outs and intricate tax oriented limited partnerships. Jeff also was instrumental in analyzing prospective acquisitions, structuring loan workouts and providing post transaction consulting services.

He graduated Magna Cum Laude from the University of Richmond, with a B.S. in Business Administration and an M.B.A. concentrating in Finance. He serves on the Advisory Board for Rasmussen Reports, an electronic publishing firm specializing in the collection, processing, publication and distribution of public opinion information. He is also a recent past board member of O'Sullivan Films, North America's leading supplier of single-ply vinyl and thermoplastic olefin sheeting to the automotive industry for instrument panels, and premier producer of flexible vinyl sheet for applications ranging from building products to notebook covers. Jeff is also a member of the Young President’s Organization (YPO). He is also qualified as a Series 62, Series 63 and Series 79 FINRA General Securities Representative and as a Series 24 General Principal.