Jeffrey Elefante, CFA

Principal, Relationship Manager

ABOUT

  • Boston College, B.A.

Jeff joined Merganser in 2013. He leads the firm’s relationship management effort and manages client relationships.

Prior to joining Merganser, Jeff worked in a client-facing investment operations role at Cambridge Associates. He began his professional career at State Street Corporation.

Jeff holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston.