Jeff has had a 40-year career—with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff has recently begun freelancing with Toptal to find assignments where his experience in raising capital, advising CEOs and selling companies can assist clients in attaining their objectives.
Recruited to head the healthcare research department for Robinson Humphrey, a subsidiary of Salomon Smith Barney & CitiGroup.
Received my second Wall Street Journal All-Star Analyst designation.
Rebuilt the healthcare research team.
Brought in the Province Healthcare IPO shortly after joining RH.
Completed $750 million in transactions in my short time at RH.
Focus areas: Healthcare, Investment Banking, Investment Research
Partner and Director of Research
1991 - 1997
Johnson Rice & Co.
Built a seven-person institutional investment research department as the director of research.
Named the number-one healthcare analyst by Wall Street Journal.
Expanded the firm's investment research to include healthcare, retailing, and restaurants.
Designed and implemented protocols to bring Johnson Rice research to institutional clients every morning before the market opened.
Worked with investment banking department on several projects, including with the co-manager with Merrill Lynch on shareholder rights offering, public offerings for funeral home, and hospital management companies.
Focus areas: Investment Research, Investment Banking, Health Care