Jeff Levine's primary responsibility is sales and marketing of client funds. Jeff plays a vital role in the firm's due diligence efforts on new business opportunities and oversees the "production" of client marketing and due diligence materials. He is also the firm's expert on fund administration and operations. He brings a wealth of experience in administering funds, overseeing the back office and accounting functions of limited partnerships, and communicating with limited partners. Jeff is also responsible for assisting clients in setting up and/or improving all aspects of their back office and LP communications functions. Jeff has expanded Thomas Capital Group resources and ability to provide various back office and administrative functions on an outsource basis to clients.
Before joining Thomas Capital Group, Jeff worked for CIGNA Corporation for over nine years, most recently as a portfolio analyst on CIGNA's $20 billion stable value portfolios with TimesSquare Capital Management, Inc. Prior to this, Jeff was responsible for the accounting and analytical functions of CIGNA's buyout funds, serving as CFO for these funds. He also performed analytical work for underlying deals in the fund's portfolio, comprising assets aggregating nearly $1 billion. His responsibilities included tracking performance, overseeing accounting and cash management functions, preparing budgets and marketing of the funds. He played a key role in maintaining fund-related communications with limited partners including overseeing the timely delivery of high quality quarterly and annual portfolio and financial reporting.
Jeff began his career as an accountant with KPMG Peat Marwick. He is a Certified Public Accountant and a Chartered Financial Analyst, and earned a B.S. in Business Administration with a double major in accounting and finance from Bryant University. He holds series 7, 63, 24 and 27 registrations.
Phone:(860) 907-3309
Email:jplevine@thomascapital.com