Jeff is a Vice President in ORG’s Private Equity Group. He is involved with investment due diligence and the strategic development of ORG Partner Companies.
Prior to joining ORG, Jeff was a Senior Associate with Harren Equity Partners, a middle-market private equity fund based in Charlottesville, VA, where he evaluated new investment opportunities, performed due diligence and monitored portfolio companies. Prior to joining Harren, Jeff was an Associate with the Jordan, Edmiston Group (JEGI), a middle-market investment bank based in New York, NY.
Jeff received his B.S.M. from the A.B. Freeman School of Business at Tulane University.
Jeff lives in Austin with his wife and three kids.
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Wealth Management – Q2 2022 Review
The confluence of global economic and geopolitical issues culminated into a particularly challenging environment for capital markets during the first half of 2022. Inflation, interest rates, and the growing threat of a recession, not to mention ongoing war in Ukraine, have increased risk premiums across both equity and fixed income asset classes.
Wealth Management – Q1 2022 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management First Quarter 2022 […]
Wealth Management – Fourth Quarter 2021 Review
Owner Resource Group is pleased to provide the following wealth management insights from Round Table Wealth Management Fourth Quarter 2021 […]