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Jeff is responsible for providing investment advisory and retirement plan consulting services to Milliman’s clients.
Jeff also works on the design and implementation of new systems. He has developed systems for investment performance analysis, pension plan duration analysis and liabiltity matching, client management, and compliance testing.
Jeff serves on and has chaired several internal Milliman committees, including the Investment Strategic Planning Group, the Defined Contribution Strategic Planning Group, the Capital Markets Committee, the Technology Committee, the Milliman Employee Education Team. He has also served on external not-for-profit investment committees.
Jeff is a frequent speaker at client and professional seminars.
He has authored several articles and white papers, including:
He has also been quoted by the New York Times, Workforce, Money Management Letter, and GAO.
Investment Advisory services are offered through Milliman Advisors, LLC a Registered Investment Adviser.