Jeff was raised in Newport Beach, California and attended the University of Southern California. After graduation, Jeff worked for Ernst & Young as a CPA before turning his career toward finance and attaining his CFA designation. Jeff then worked as a consultant to small and middle market private equity firms specializing in real estate and services based businesses.

In 2006, Jeff joined Rimrock Capital Management, a California-based absolute return hedge fund with $4 billion dollars under management. He led the less liquid and alternative capital strategies at Rimrock during his 15 years as a portfolio manager.

In 2023, Jeff co-founded 1031 Specialists with the goal of creating a QI platform that is tech-forward, achieves wide-scale recognition, and is envied for its exceptional client service.

About Us: 1031 Specialists are trusted by sophisticated investors and family offices to facilitate fast, transparent, and error-free 1031 exchange transactions. They have leveraged years of experience investing in commercial real estate and professional services and channeled this experience towards helping investors take full advantage of the complex and nuanced 1031 tax-deferred exchange rules.