Jeff has built his career in financial data and technology, primarily responsible for bringing industry leading solutions with early-stage companies to market.

Prior to AltsPassport, Jeff was on the leadership team at Addepar, delivering portfolio analysis and reporting solutions to high-net worth investors, private banks, family offices, and wealth managers. Jeff was also an early contributor at Capital IQ (acquired by S&P), and Advent Software (acquired by SS&C), serving private equity and hedge fund managers, and investment banking professionals.

Jeff lives in the San Francisco Bay Area with his wife and their three children. He graduated from Princeton University and enjoys attending his kids’ various activities, fly-fishing, skiing, and traveling with family and friends.

Marcel is a seasoned 18-year RIA industry veteran with broad experience in distribution, strategy, and data science.

Prior to AltsPassport, Marcel was a Senior Director at large asset managers including RBC Global Asset Management, Allianz Global Investors, and Principal Asset Management. He concentrated on raising capital for a diverse range of investment products, encompassing traditional and interval funds, semi-liquid alternatives, as well as strategic beta and thematic ETFs. His focus audience included wealth managers, private banks, and family offices.

Marcel lives in Charlotte, North Carolina with his wife and four energetic children. He went to Appalachian State University, speaks five languages, and enjoys traveling, sidemount scuba-diving, and skiing.