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

The Art of Retirement

“I need a retirement from my retirement.” Sandra Day O’Connor’s quip may sound absurd when you’re at the height of your career and dreaming of

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