Jeff has more than 15 years experience as a business leader and alternative investments professional. He currently works at BNY Mellon Wealth Management as a Vice President out of the Century City, CA office. His primary role with RLG Capital is to assist with deal sourcing and capital placement. Prior to RLG Capital, Jeff spent 7 years at Sanford C. Bernstein as a vice president and investment advisor, where he launched and grew their Utah Market to over $200 million in AUM.
His client services included advisement on merger and acquisition strategy, private debt and equity investments, and venture capital placements. Before Bernstein, Jeff ran the Salt Lake City office for MetLife Institutional. He began his career in Phoenix, Arizona at Unum Institutional. Jeff is a graduate of Southern Utah University, where he earned a Bachelor of Arts degree in English. In addition to his work at RLG Capital, Jeff is the Co-founder / Managing Partner of the hedge fund firm JDW Partners located in San Francisco.