Jeff Moeller

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

Money Minded Kids

Can preschoolers learn about money matters? Are middle schoolers savvy savers? Do high schoolers actually stick to a budget? Yes, yes, and yes! As a

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