Jeff Holt Email & Phone Number
Portfolio Manager @ Associated Bank
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Jeff Holt Location
- Milwaukee, WI, US
Jeff Holt Work
- Portfolio Manager @ (September 2026 - Present)
- Portfolio Manager @ (January 2022 - September 2026)
- Associate Portfolio Manager @ (December 2019 - January 2022)
- Director @ (January 2018 - December 2019)
- Fund Analyst @ (March 2014 - January 2018)
- Research Associate @ Jeffrey Slocum & Associates (June 2005 - March 2014)
- Intern @ Omni Investment Advisors (February 2005 - June 2005)
Jeff Holt Education
- Brigham Young University
Bachelor of Science (BS) (Finance, General)
2002-2005 - Anoka-Ramsey Community College 1999-1999
Jeff Holt Summary
- Jeff Holt, based in Milwaukee, WI, US, is currently a Portfolio Manager at Associated Bank. Jeff Holt brings experience from previous roles at Morningstar. Jeff Holt holds a 2002 - 2005 Bachelor of Science (BS) in Finance, General @ Brigham Young University. Jeff Holt has 1 emails and 2 mobile phone numbers on RocketReach.
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