Jeff is a Principal and Managing Director of the firm and serves as a voting member of the investment committee. He joined Sage in 2003 and is the senior portfolio manager and trader for the tax-exempt fixed income strategies. He began his career in the Municipal market at MFS Investment Management in Boston in 1999 and has extensive experience in portfolio management, municipal credit analysis and security trading.� During his time at Sage, several of the Firm’s municipal strategies have been ranked in the Top 10 by both PrimaGuide SMA and Lipper Universes.� Jeff received his B.S. in Business Administration from Villanova University in 1997, is a Chartered Financial Analyst, and is a Chartered Market Technician.� �He is a member of the CFA Institute, the Market Technicians Association, the National Federation of Municipal Analysts and the Southern Municipal Finance Society.
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