Jeff Phelps Email & Phone Number
Partner - Portfolio Manager
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Jeff Phelps Location
- Houston, TX, US
Jeff Phelps Work
- 2007 -now Partner - Portfolio Manager @ Avalon Investment & Advisory
- 2002 -2006 EVP - Director, Equity Investments @ Smith Graham & Co.
- 1997 -2002 VP - Fund and Portfolio Manager @
- 1981 -1997 Consulting Engineer @
Jeff Phelps Education
- Penn State University
BS (Nuclear Engineering)
- Lincoln University
BA (Physics)
Jeff Phelps Skills
- Wealth Management
- Fundamental Research
- Portfolio Management
- Financial Modeling
- ETFs
- Chartered Financial Analyst Cfa
- Investments
- Bloomberg
- Research
- Equity Valuation
- FactSet
- Stock Picking
- Asset Allocation
- Financial Analysis
- Customer Service
- Technical Analysis
- Equities
- Equity Research
- Chartered Financial Analyst
Jeff Phelps Summary
- Jeff Phelps, based in Houston, TX, US, is currently a Partner - Portfolio Manager at Avalon Investment & Advisory. Jeff Phelps brings 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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