Jeff Santos, CRPC®
Jeff has worked with the team for more than 20 years, providing customized institutional reporting and money manager research.
Prior to joined Merrill Lynch in 2011 and Merrill Lynch, Jeff worked at Convergent Wealth Advisors as a senior analyst in the firm's Washington, D.C., office from 2008. He was the lead analyst for the Institutional Performance Reporting Team and was responsible for the accuracy and timeliness of all institutional client performance reports.
Jeff has over 20 years of institutional performance reporting experience, having worked for 11 years in a similar role at Citigroup Institutional Consulting and two years at Cambridge Associates in Arlington, Virginia, as a performance analyst. In addition to his reporting duties, Jeff has held roles in client service, money manager research and money manager due diligence during his tenure with the team.
Jeff earned a bachelor's degree in economics from the University of Maryland. He is an avid tennis player and competes in numerous USTA-sponsored leagues and tournaments. He currently holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 registrations and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning.