Jeffrey is chief operating officer of distribution and a member of the Morgan Stanley Investment Management Operating Committee. He leads a team focused on business analytics, financial reporting, strategic planning and new technology implementation. He previously served as chief financial officer for the firm’s Wealth Management and Merchant Banking businesses.

Prior to joining Morgan Stanley in 1998, Jeffrey was a staff auditor at Dime Savings Bank. He has over 25 years of financial services experience.

Jeffrey has a BS in accounting from the State University of New York College at Geneseo and is a licensed Certified Public Accountant in the state of New York.