Bio

Jeff joined Performance Trust in 2019 as a Managing Director in Investment Banking, as part of its merger with Banks Street Partners, LLC, of which he was a Partner and Managing Director. In his current role, he is responsible for advising financial services companies on a range of strategic initiatives including capital raising transactions and mergers and acquisitions. Jeff has been involved in transactions representing more than $3.0 billion in value during his investment banking career. Prior to joining Banks Street, Jeff headed Monroe Securities' Atlanta office. Jeff also spent eight years in the financial institutions group at Trident Securities and later, KeyBanc Capital Markets as an Associate and Vice President where he assisted Southeast-based community banks in the execution of capital raising mandates and mergers and acquisitions. Prior to Trident, Jeff was a Vice President and City Executive for the State Employees Credit Union, a $31 billion asset credit union headquartered in Raleigh, NC. Jeff also is a frequent guest speaker at banking industry conferences and management forums and has been a guest lecturer at the SNL Bank Analyst Training Program and the North Carolina School of Banking. Jeff is a graduate of the University of North Carolina at Chapel Hill and earned an MBA at East Carolina University. Jeff is a founding director of the Rock Harrison Educational Foundation and is an active volunteer for Soccer in the Streets, an Atlanta-based organization focused on the leadership and occupational development of at-risk kids. Jeff lives in Atlanta with his wife and two children.