91̽»¨

Executive Vice President, Head of Investment Products

Mutual of America Capital Management LLC

Jeff leads the marketing and distribution efforts for Mutual of America Capital Management LLC, where he has overall responsibility for the firm’s mutual fund family, Mutual of America Investment Corporation, as well as product strategy to help lead the firm’s growth initiatives.  In addition, his role includes management of fund administration and operations, including service provider oversight.  Prior to joining Mutual of America in 2022, Jeff was responsible for FIS’ Asset Management & Alternatives BPaaS businesses, including Global Transfer Agency and Private Equity, as well as the client relationship management team within FIS Global Transfer Agency Services.

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 during his career, he also served as the Chairman of the Board of Valued Advisers Trust since its inception in 2008 through 2017, as Chairman of the Board of the Capitol Series Trust since its inception in 2013 through 2017, and on the Board of Trustees of the Coventry Group and The Coventry Funds Trust.  He most recently served as an independent trustee for Zell Capital, a closed-end mutual fund, from its inception in 2021 through its conversion to a private fund in 2023.

He previously served on the NICSA Fund Administration Committee, and previously served as a board member and secretary to the Greater Cincinnati Mutual Fund Association as well as a representative on the ICI Small Funds Committee. He is a current member of the 91̽»¨ Trustees Academy, and a member of the 91̽»¨ College of Business Finance Advisory Council, chairing its Diversity Committee.

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 91̽»¨, where he frequently serves as a guest lecturer.