To say that Jeff is detail-oriented is an understatement. He thrives off of learning new things and has always been excited by economics and capital market theory. Thankfully, he gets to put his passion to work every day as he’s researching companies. Jeff’s thirst for knowledge makes him a great conversationalist because he keeps track of all kinds of facts, especially college football (go Sooners!). He also loves outdoor activities in the green scenery of the Pacific Northwest.

DESIGNATIONS

• CFA Charter, 2009, CFA Institute

ASSOCIATIONS

• CFA Society of Portland
• CFA Institute

• Bachelor of Arts, Finance, University of Washington, 2003
• Bachelor of Arts, Economics, University of Washington, 2004