Jeff Marshall Email & Phone Number
Managing Director @ CTC Consulting
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Jeff Marshall Location
- Portland, OR, US
Jeff Marshall Work
- Managing Director @ (November 2019 - Present)
- SVP, Wealth Advisory Senior Manager @ (January 2018 - November 2019)
- SVP, Chief Investment Strategist @ (January 2017 - January 2018)
- Managing Director @ Convergent Wealth Advisors (January 2007 - January 2016)
- Director of Research @ Windermere Investment Associates (January 2003 - January 2007)
- Senior Analyst @ (January 1996 - January 2003)
Jeff Marshall Education
- Bentley University
Bachelor’s Degree (Finance)
Jeff Marshall Skills
- Portfolio Management
- Asset Allocation
- Asset Management
- Hedge Funds
- Alternative Investments
- manager research
- Fund Of Funds
- Investment Management
- Investment Strategies
- Capital Markets
- Investment Advisory
- Investments
- Mutual Funds
- Wealth Management
- Private Equity
- Due Diligence
- Leadership
- Management
- Strategy
- Strategic Planning
- Business Strategy
Jeff Marshall Summary
- Jeff Marshall, based in Portland, OR, US, is currently a Managing Director at BMO Family Office. Jeff Marshall brings experience from previous roles at Capital Group, Umpqua Bank, Convergent Wealth Advisors and Windermere Investment Associates. Jeff Marshall holds a Bachelor’s Degree in Finance @ Bentley University. With a robust skill set that includes Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Alternative Investments and more. Jeff Marshall has 2 emails and 2 mobile phone numbers on RocketReach.
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