It’s finally happening — you’ve decided to pull the trigger on that second home your family has been wanting for years. But are you truly
Head of Investment Analysis
It is very rare for wealth advisors to generate their own investment research, and doubly rare for them to invest in custom technology to apply that research. At CornerCap, we do both with the Fundametrics® methodology. Jeff oversees this proprietary investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios. Jeff also oversees investment decisions in the CornerCap mutual fund.
Education and Accreditation
- BS, Finance – Oklahoma State University
- Chartered Financial Analyst (CFA) Charterholder
Jeff's Insights & Resources
With the new year well underway and many of us getting restless from the winter doldrums, a bright spot for many corporate employees is that