Jeff is a Managing Director at Greycourt, a member of the advisory team and serves as a member of the management committee. He is also a member of Greycourt’s tactical asset allocation committee which is responsible for assessing absolute and relative valuations of asset classes on a quarterly basis and forecasting returns for those asset classes over the next three years. He joined Greycourt in 2008, while finishing his MBA. Previously, he was employed as an account manager in the automotive industry, supplying a number of major automotive manufacturers.
Jeff is a Chartered Financial Analyst (CFA®) charter holder and member of the CFA Society of Pittsburgh. Jeff serves as a member on the investment committee for The Pittsburgh Foundation.
Chartered Financial Analyst® (CFA®)
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management and wealth planning. To be eligible to become a CFA Charterholder, an individual must have a Bachelor’s degree followed by a combination of 4,000 hours work experience and/or higher education and is required to successfully pass three exams. CFA Charterholders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.