WHO WE ARE

 

Jeff has 30 years of experience in fintech, financial services and institutional investments. Prior to founding Vincean Partners in 2024, he was the Global Head of Sales & Distribution for Wilshire Global Advisors, where he led business development across the firm’s discretionary investment management business and institutional advisory practice, overseeing $1.4 trillion in AUA and $125 billion in AUM. 

 

His career also includes executive leadership roles at the fintech firms Capital Management Sciences, Wall Street Analytics (now Moody’s Analytics), and Solovis, all three of which exited via acquisition from large public companies

 

Jeff has trained hundreds of investment professionals in persuasive sales and marketing. His narrative-driven approach helps firms craft and deliver compelling pitches that resonate with allocators, clearly articulating their value proposition in a competitive market.

 

He holds a B.A. in Economics from the University of California, Santa Barbara.