At 40, as an executive at a leading alternative asset management firm, a back surgery forced me to slow down and become acutely aware of my own limitations physically, emotionally, and spiritually. Five weeks into that journey I sat at my couch and watched a DVD...
After graduating from Wheaton College (IL) with a Bachelor of Arts degree in Psychology and Biblical Studies, Jeff married Shelly, his wife of over 20 years. Jeff has always been passionate about the financial industry and has worked with Morgan Stanley and TriLinc (a leading impact investing fund sponsor), while spending the majority of his time, 18 ½ years, with CNL, a leading alternative investment asset manager. Jeff served in multiple senior leadership roles, and as President, led his team in raising nearly $9 billion in capital. During his time at CNL, Jeff earned a Master of Business Administration from Crummer Graduate School of Business at Rollins College (FL) and also holds the Certified Financial Planner and Chartered Financial Consultant designations, as well as FINRA Series 7, 24, 63 and 79 licenses. Today, Jeff is co-founder and CEO of CommonGood Capital where he sets the strategic direction and leads the team day to day on this exciting journey.
Jeff has served on numerous boards including the United Way and Board of Advisors for Crummer Graduate School of Business, Rollins College. Today he serves on the Doug Holliday Ministries Board, NCF Advisory Board, Chair of Elevation Scholar Foundation, Alumni Board of Wheaton College and The Geneva School Board of Directors.
Jeff and Shelly settled in Winter Park, FL in 2004 where they love doing life together, whether around the dinner table, or keeping up with their two children, Ellie and Nick, who are both college-bound shortly. You will often find Jeff reading non-fiction books, cycling, cheering on his beloved Oregon Ducks or tinkering around on their acreage out in the country with the family dog, Calvin, a black and tan coon hound. He also is deeply passionate about men and women who are incarcerated, and one day wants to create an impact fund that benefits both these ex-offenders and investors.
CommonGood brings together a team of financial professionals with unique career paths and shared values to positively impact today’s transforming investment landscape and worldview.
If 2020 was the shock to the system, 2021 was wrestling with the new normal. What do you think 2022 will be? I wish I knew. Here is my best guess- it is the year that everyone must digest the last two years and make the personal choices and adjustments to move...
Median US home prices rose 25.5% from June 2020 to September 2021 according to the Federal Reserve Bank of St. Louis. This is the largest increase over any five-quarter time period since these figures began being tracked way back in 1963. While homeowners may...