Jeff oversees product operations for FIS’ Asset Management businesses as well as the client services/relationship management team within the FIS Transfer Agency. He brings over 30 years of experience in the mutual funds, wealth management, and investment services industries. Prior to joining FIS in 2017, he worked as Vice President and Director of Relationship Management of Ultimus Fund Solutions, LLC., where he was responsible for the firm’s relationship management team. Prior to the acquisition of Huntington Asset Services by Ultimus Fund Solutions, he functioned as President of both Huntington Asset Services, Inc., and its affiliated broker-dealer, Unified Financial Securities, Inc., which represented over $48 billion in assets. Earlier in his career, he held several leadership positions with BISYS Fund Services and served as a senior consultant with Broadway & Seymour.

In addition to holding various officer positions for several fund families, he had also served as the Chairman of the Board of Valued Advisers Trust since its inception in 2008, as Chairman of the Board of the Capitol Series Trust since its inception in 2013, and on the Board of Trustees of the Coventry Group and The Coventry Funds Trust. He currently serves on the NICSA Fund Administration Committee, and previously served as a board member and secretary to the Greater Cincinnati Mutual Fund Association. He is a former member of the faculty of the Harry Blythe School of Banking, a current member of the Ohio University Trustees Academy, and a member of the Ohio University College of Business Finance Advisory Council.

He has been an industry panelist and speaker and has authored, co-authored, and published articles and papers on topics ranging from social media to fund governance. Jeff earned his bachelor’s and master’s degrees in business administration from Ohio University, where he frequently serves as a guest lecturer.