Biography

Jeff is a Principal at Wolf & Company and brings decades of expertise from The Kafafian Group, which was acquired by Wolf. At The Kafafian Group, Jeff oversaw all lines of business and areas of expertise with a focus on community bank strategy, profitability, and financial advisory.

He has facilitated hundreds of strategic development engagements for community banks, resulting in documented, strategic plans that guide client employees and improve performance. Jeff has also negotiated, analyzed, and advised boards of directors on whole bank, branch, and fee-based business acquisitions, leading to successful transactions totaling more than $4 billion in value.

He is the author of Squared Away: How Can Bankers Succeed as Economic First Responders and Common Sense: We Are the Guardians of Democracy. He is also a faculty member for various banking schools and is a frequent industry speaker and commentator.

Jeff served seven years as a U.S. Navy cryptologist, earning multiple commendations, including three Navy Achievement Medals, the Kuwait Liberation Medal, Southwest Asia Service Medal, Combat Action Ribbon, and Sea Service Ribbon.

Education

• Bachelor of Arts in Professional Studies and Business Administration from University of Hawai‘I, West O‘ahu
• Master of Business Administration from Lebanon Valley College