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Jeff Fortner Location
Seattle, WA, US
Jeff Fortner Work
Senior Wealth Advisor @ (June 2026 - Present)
Partner @ (January 2020 - January 2026)
Associate Partner @ (January 2018 - January 2020)
Manager and Senior Manager @ (January 2015 - January 2018)
Consultant @ (January 2013 - January 2015)
Portfolio Manager @ (January 2006 - January 2012)
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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