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Jeffrey has been in the hedge fund and financial services industry since 2000 when he joined Pequot Capital Management, Inc in Westport Connecticut as a Fund Accountant. At Pequot Jeffrey was responsible for the administration of several funds with various investment strategies. In 2004 Jeffrey joined TIAA-CREF in Charlotte, NC as a Investment Accounting Analyst being promoted to a Senior Investment Accounting Analyst one year later. At TIAA-CREF Jeffrey supervised an operations accounting team and managed several subsidiary portfolios of ABS, CMBS and CDO positions totaling $2 billion in assets. In March 2007, Jeffrey left TIAA-CREF to join Pinnacle Fund Administration LLC. |
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John Kelly
Managing Member
David Smith
COO
Brian Smith
Director
Management Team |