Jeff Phelps's Location
Houston, TX, US
Jeff Phelps's Work
- Partner - Portfolio Manager @ Avalon Advisors, LLC
- EVP - Director, Equity Investments @ Smith Graham & Co
- VP - Fund and Portfolio Manager @ JPMorgan Chase & Co.
- Consulting Engineer @ Centerpoint
Jeff Phelps's Education
- Penn State University
BS (Nuclear Engineering)
- Lincoln University
BA (Physics)
Jeff Phelps's Skills
- Wealth Management
- Fundamental Research
- Portfolio Management
- Financial Modeling
- ETFs
- Chartered Financial Analyst Cfa
- Investments
- Bloomberg
- Research
- Equity Valuation
Jeff Phelps's Summary
Jeff Phelps, based in Houston, TX, US, is currently a Partner - Portfolio Manager at Avalon Investment & Advisory, bringing experience from previous roles at Smith Graham & Co., JPMorgan Chase and Centerpoint Energy (HL&P; Reliant Energy). Jeff Phelps holds a BS in Nuclear Engineering @ Penn State University. With a robust skill set that includes Wealth Management, Fundamental Research, Portfolio Management, Financial Modeling, ETFs and more, Jeff Phelps contributes valuable insights to the industry. Jeff Phelps has 2 emails on RocketReach.
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