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Jeff Holt Location
Milwaukee, WI, US
Jeff Holt Work
2026 -now Portfolio Manager @
2022 -2026 Portfolio Manager @
2019 -2022 Associate Portfolio Manager @
2018 -2019 Director @
2014 -2018 Fund Analyst @
2005 -2014 Research Associate @ Jeffrey Slocum & Associates
2005 -2005 Intern @ Omni Investment Advisors
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 2 mobile phone numbers on RocketReach.
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