Jeffrey is a Portfolio Manager on the Mid Cap Growth, Small Cap Growth, and SMID Cap Growth strategies at ClearBridge Investments. He joined ClearBridge in 2015 and has 15 years of investment industry experience.
Jeffrey joined ClearBridge as a Portfolio Analyst supporting small, mid and SMID cap strategies and became a Portfolio Manager in 2023. Prior to joining ClearBridge, he worked as a Vice President and Lead Analyst for Equity Research, covering health care distribution and technology, at Credit Suisse.
Jeffrey has a B.S. in finance and accounting from Georgetown University. He is also a member of the CFA Institute and CFA Society New York.
Experience
- 15 years of investment industry experience
- Joined ClearBridge Investments in 2015
- ClearBridge Investments – Portfolio Analyst
- Credit Suisse – Vice President & Lead Analyst, Equity Research for Health Care Distribution and Technology
- B.S. in finance and accounting from Georgetown University
- Member of the CFA Institute
- Member of the CFA Society New York