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
On June 28th, CornerCap Wealth Advisors CEO Cannon Carr interviewed Tom Barkin, President of the Federal Reserve of Richmond, about the outlook for inflation, the economy