Jeffrey is an Advisor at Greycourt. Jeffrey works closely with other members of the advisory team and senior investment analysts to analyze and manage client investment accounts, perform asset allocation modeling and conduct research on managers. Prior to joining Greycourt in 2019, Jeffrey was an investment analyst with Gallagher Fiduciary Advisors, where he was responsible for asset allocation analysis, portfolio construction, and monitoring investments for approximately $3 billion in institutional client assets.
Jeffrey graduated Cum Laude from Washington and Jefferson College where his major was Economics with an emphasis in Finance. Jeffrey is a Chartered Financial Analyst (CFA®) charter holder and a member of the CFA Society of Pittsburgh. In his spare time he volunteers with the Friendship Circle of Greater Pittsburgh.
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 Charter holder, 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 Charter holders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.
