Jeffrey B. Stakel

Jeff has over 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 LLP. Jeff has led numerous engagements focused on strategic positioning, distribution strategy, and product development and assessment. In addition, he has experience in all stages of the merger and acquisition lifecycle from commercial due-diligence through post-merger integration.Jeff contributes to Deloitte Consulting LLP’s thought leadership and has authored several papers on focused industry M&A, consolidation, and integration. He is based in Stamford, Connecticut.

Prior to joining Casey Quirk, a business of Deloitte Consulting LLP, Jeff was an assistant vice president at a global investment management and research firm, where he worked in the blend strategies group, managing US and global equity portfolios for institutional clients. He also worked for a 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.