Jeff is Atlas Point’s Chief Technology Officer and CISO. Prior to joining Atlas Point, Jeff helped build the first cloud based- digital only – commercial bank in the US. Jeff has previously served as the Global CTO for Thompson Reuters wealth business and served in the Wealth Management practice at EY. Jeff is a retired Air Force Lt Colonel. As Atlas Point’s CTO/CISO, Jeff works to deliver and scale solutions that help Financial Advisors engage clients in more meaningful financial conversations.
Jeff enjoys being the family handyman and helping his daughters with projects around their homes. Jeff is also an avid runner and tinkerer.