Jeff Susman Email & Phone Number
Senior Strategist @ Obermeyer Wealth Partners
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Jeff Susman Location
- Denver, CO, US
Jeff Susman Work
- 2025 -now Senior Strategist @
- 2025 -now Founder and Principal @ Wealthrive Consulting
- 2019 -2025 Executive Director - Team Lead @
- 2006 -2018 Equity Portfolio Manager @
- 2005 -2018 Equity Research Analyst @
- 1999 -2003 Equity Research Associate @
- 1998 -1999 Equity Research Assistant @
Jeff Susman Education
- University of Michigan - Stephen M. Ross School of Business
MBA (Finance, Corporate Strategy)
2003-2005 - Tufts University
BA (1) Economics; 2) International Relations)
1994-1998 - Kent Denver 1991-1994
Jeff Susman Skills
- Private Banking
- Cross-functional Team Leadership
- Family Offices
- Equity Research
- Equities
- Portfolio Management
- Financial Modeling
- Asset Management
- Investment Strategies
- Alternative Investments
- Valuation
- Investment Management
- Investments
- Asset Allocation
- Asset Managment
- Bloomberg
- Trading Systems
- Buy-side
- Series 7
- Capital Markets
- Financial Analysis
- Hedge Funds
- Mutual Funds
- Corporate Finance
- Series 65
- Series 63
- Real Estate Investment Trust (REIT)
- consumer discretionary
- technology investing
- Microsoft Excel
- Wealth Management
- Due Diligence
- Securities
- Emerging Markets
- Finance
- Capital Raising
- Relationship Building
- Banking Relationships
- Trading
- Money Management
- Wealth Preservation
- Wealth Management Services
- Leadership
- Team Leadership
- Financial Markets
- Private Equity
- Management
- Strategic Planning
- Strategy
- Investor Relations
- Buy Side
- Real Estate Investment Trust Reit
- Real Estate Investment Trust
Jeff Susman Summary
- Jeff Susman, based in Denver, CO, US, is currently a Senior Strategist at Obermeyer Wealth Partners. Jeff Susman brings experience from previous roles at Wealthrive Consulting, J.P. Morgan and Cambiar Investors. Jeff Susman holds a 2003 - 2005 MBA in Finance, Corporate Strategy @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Private Banking, Cross-functional Team Leadership, Family Offices, Equity Research, Equities and more. Jeff Susman has 2 emails and 1 mobile phone numbers on RocketReach.
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