Jeffrey B. Stakel
17 Old King's Highway South, Suite 200
Darien, CT 06820
Jeff is a principal with the Casey Quirk practice of Deloitte Consulting LLP and has more than 15 years of experience in the asset management industry. Jeff’s subject matter expertise includes all stages of the merger and acquisition lifecycle from commercial due-diligence through post-merger integration. In addition, he has led significant engagements focused on global distribution prioritization and organizational design, investments outsourcing and outcome-oriented strategies, business strategy reviews and fixed income product development and positioning. In addition, he contributes to the firm’s thought leadership and leads Casey Quirk’s professional development and talent acquisition programs.
Prior to joining Casey Quirk, Jeff was an assistant vice president at AB, formerly AllianceBernstein, where he worked in the blend strategies group, managing the US 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.