Jeff Hooks Email & Phone Number

West Chester, Pennsylvania, United States

Responsible for the overall client experience.

West Chester, PA

Oversee multiple teams with account management, shared services, and the managed service platform.

Greater Philadelphia Area

Direct and lead a team of 50+, including managers, supervisors, specialists, and analysts. Team is responsible for middle office and back office functions supporting 14 Investment Managers with approximately $100 Billion in assets under management servicing clients in the Institutional and Private Client space.

Greater Philadelphia Area

Managed team of 20+ analysts, four supervisors, and a significant offshore team responsible for middle office and back office functions supporting 14 Investment Managers with approximately $100 Billion in assets under management servicing clients in the Institutional and Private Client space. Promoted to Director in 2016.

Greater Chicago Area

Managed team responsible for portfolio administration functions for $35+ Billion in assets under management across seven investment manager affiliates and more than 60 sponsor and custodian relationships in the Separately Managed Account and Unified Managed Account business segment.

Responsible for preliminary and final composite performance for 10+ investment strategies across four investment management firms in the Separately Managed Account business segment.

Relocated from San Diego to New York City to establish a centralized operations model servicing four boutique investment management firms.

Bachelor Of Business Administration (B.B.A.), Business Economics, Emphasis In Accounting; Minor In Sports Management

Education record

Education record