Jeff Fortner Email & Phone Number
Senior Wealth Advisor @ Geometric Wealth Advisors
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Jeff Fortner Location
- Seattle, WA, US
Jeff Fortner Work
- 2026 -now Senior Wealth Advisor @
- 2020 -2026 Partner @
- 2018 -2020 Associate Partner @
- 2015 -2018 Manager and Senior Manager @
- 2013 -2015 Consultant @
- 2006 -2012 Portfolio Manager @
Jeff Fortner Education
- UCLA Anderson School of Management
MBA (Finance and Strategy)
- Pomona College
BA (Mathematics, Mathematical Economics)
Jeff Fortner Summary
- Jeff Fortner, based in Seattle, WA, US, is currently a Senior Wealth Advisor at Geometric Wealth Advisors. Jeff Fortner brings experience from previous roles at Bain & Company. Jeff Fortner holds a MBA in Finance and Strategy @ UCLA Anderson School of Management. Jeff Fortner has 2 emails and 1 mobile phone numbers on RocketReach.
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