Jeff is a Senior Consultant at F2 Strategy and brings over 19 years of experience in the investment services industry, with deep expertise in alternative strategy funds, OTC derivatives, and complex securities. He has supported multi-manager and alternative investment structures across global service providers and is known for translating product and accounting requirements into effective operational workflows.

Jeff supports fund accounting conversions, operational transformations, and system implementations across multiple service providers and accounting platforms. His work includes leading and executing conversions of complex, derivative-heavy portfolios, requiring detailed analysis of legacy and target-state processes, hands-on execution, and close coordination with accounting, technology, and middle-office teams. He has worked in large institutional environments, including engagements at or alongside BlackRock, JPMorgan, and Citi, where he focuses on end-to-end processing, reconciliation, trial balance review, and issue resolution to ensure accurate delivery through conversion and post-go-live.

Previously, Jeff spent 15 years at State Street Corporation, advancing to Assistant Vice President within U.S. Investment Services. He supported alternative strategy funds with significant exposure to OTC derivatives, including total return swaps, interest rate swaps, and credit default swaps (CDS/CDX), with responsibilities spanning NAV oversight, reconciliation, and derivative cash flow analysis. He worked closely with brokers and counterparties to resolve breaks and partnered with the Derivatives COE to address valuation, lifecycle events, and accounting treatment.

Jeff also supported client onboarding, fund conversions, mergers, and offshore outsourcing initiatives, helping improve controls, communication, and production workflows. He is based in Boston.

What would you tell someone just starting out in the industry right now? 

Focus on building a strong foundation and never stop asking questions. The investment management industry is constantly evolving, and the people who succeed are the ones who stay curious and continue learning. Early in your career, every reconciliation, report, and problem you work through is helping you build knowledge that will serve you later. Don't be afraid to take on challenging assignments—they're often the experiences that accelerate your growth the most.

What has changed the most since you started out in the industry? 

Technology has transformed nearly every aspect of the business. When I started, many processes were far more manual, and much of the focus was on completing operational tasks efficiently. Today, automation, data analytics, and integrated platforms allow firms to spend more time analyzing information and solving complex problems. As a consultant, I've seen how technology continues to reshape operating models and create new opportunities for firms to improve efficiency and better serve their clients.

What are you most passionate about in your role at F2 Strategy?

I'm most passionate about helping clients navigate complex challenges and achieve successful outcomes. Every project is different, whether it's a fund conversion, a system implementation, or a strategic initiative. I enjoy bringing together people, processes, and technology to solve problems and create solutions that have a lasting impact. Seeing a client reach a successful go-live after months of planning and collaboration is especially rewarding.