Business & Industrial Services and Education Analyst
Jeff is a senior analyst in BMO Capital Markets Equity Research, covering the business services, industrial services and education sectors, including the staffing, waste services, information services, payroll services and tax preparation industries. Jeff publishes two periodic industry reports: an annual overview of the Education and Training industry (referred to in the industry as “The Bible”) and the Staffing Indicator, on staffing services. Jeff serves as the host and moderator for the firm’s annual Back to School Education Conference, considered the premier investor event for the industry.
Jeff’s research has been recognized by many industry surveys, including the Refinitiv (formerly Thomson Reuters)/StarMine top analysts list, Institutional Investor’s All-American Research team, The Wall Street Journal’s “Best on the Street” Analysts Survey, the Reuters survey of small- and mid-cap fund managers, and the Zacks.com All-Star Analyst team. Jeff has won a StarMine Analyst Award for nine straight years (2011-2019), including being named the #1 Stockpicker in the Diversified Consumer Services sector for the last three years in a row (2017-2019).
Prior to joining BMO Capital Markets, Jeff was a director of Deloitte & Touche PeerScape Services. Prior to that, he worked at Deloitte Consulting and was an accountant with KPMG Peat Marwick. Jeff joined BMO Capital Markets in 1996.
Jeff holds an MBA in marketing and finance from the Wharton Business School and a bachelor of science in accounting from Yeshiva University. He is also a CPA.
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