Jeff Marshall Email & Phone Number
Managing Director @ CTC Consulting
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Jeff Marshall Location
- Portland, OR, US
Jeff Marshall Work
- 2019 -now Managing Director @
- 2018 -2019 SVP, Wealth Advisory Senior Manager @
- 2017 -2018 SVP, Chief Investment Strategist @
- 2007 -2016 Managing Director @ Convergent Wealth Advisors
- 2003 -2007 Director of Research @ Windermere Investment Associates
- 1996 -2003 Senior Analyst @
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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