Jeff joined Alliance Advisors Investor Relations in 2023 through the acquisition of LHA, which he joined in 2000.
Jeff brings close to three decades of experience in cultivating relationships with institutional investors, securities analysts, investment bankers, and retail stockbrokers, primarily on behalf of clients in all sub-sectors of the healthcare industry. His work covers clients with market capitalizations ranging from less than $50 million to more than $500 million. Jeff has taken the lead on arranging meetings for clients at the annual JPMorgan Healthcare Conference, with as many as 30 clients holding more than 550 meetings in a three-day period.
His contribution to successful client programming has included supporting fundraising activities through introductions to investment bankers and direct investors, arranging introductions with sell-side analysts leading to company coverage and securing invitations for clients to present at brokerage-hosted investment conferences. While most client roadshows are managed by the firm, Jeff also works frequently with institutional sales forces and analysts. His previous experience includes more than 15 years as a retail stockbroker, market maker, and investment advisor at Shearson Lehman, PaineWebber, Crowell Weedon and Dean Witter Reynolds.
Jeff holds a BA in History from the University of California Los Angeles and has earned graduate business credits from Pepperdine University and graduate history credits from California State University Los Angeles.