Jeffrey B. Stakel

Jeff has 20 years of experience in the asset management industry.  He is currently the Strategy and M&A leader for the Investment Management & Real Estate sector within Deloitte Consulting.   Jeff has led numerous engagements focused on strategic positioning, distribution strategy and product development and assessment.  In addition, he has a subject matter expertise in all stages of the merger and acquisition lifecycle from commercial due-diligence through post-merger integration.  Jeff contributes to the firm’s thought leadership and has authored several papers on focused industry M&A, consolidation and integration.  He is based in Stamford, CT.

Prior to joining Casey Quirk, Jeff was an assistant vice president at AB, formerly AllianceBernstein, where he worked in the blend strategies group, managing U.S. and global equity portfolios for institutional clients. He also worked for Sanford C. Bernstein’s private client wealth management team, focused on high-net-worth individuals.

Jeff earned his master’s degree in business administration, with a concentration in decision sciences, from Duke University’s Fuqua School of Business. He holds a bachelor’s degree in finance and operations management from the University of Massachusetts.