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
Let’s say you have the time, skill set and desire to tackle your own financial plan. After all, who knows the financial future of your
It falls in the category of “things you know you should do but seem like they can wait.” If 2020 taught us anything, it’s that