Jeffrey Eisfelder Email & Phone Number
Shareholder and Senior Financial Advisor @ SFE Investment Counsel Inc.
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Jeffrey Eisfelder Location
- Los Angeles, CA, US
Jeffrey Eisfelder Work
- 2025 -now Shareholder and Senior Financial Advisor @
- 2015 -2025 Managing Director @ First Foundation Advisors
- 2011 -2015 Vice President - Wealth Management @
- 2009 -2011 Senior Vice President @
- 2009 -2009 Director of Sales @ Emerald Allocation Strategies
- 2002 -2008 Chief Operating Officer, Chief Investment Officer and Partner @
- 1998 -2001 Associate Investment Advisor @ Morton Capital Managment
- 1997 -1998 Investor Information Associate @ The Vanguard Group
Jeffrey Eisfelder Education
- University of Arizona
B.S. in Business Administration (Marketing)
1992-1996 - University of Arizona
Jeffrey Eisfelder Skills
- Personal Finance
- Microsoft Excel
- Marketing
- Investment Strategies
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Financial Services
- Hedge Funds
- Asset Allocation
- Strategy
- Investment Policy
- Strategic Financial Planning
- Alternative Investments
- Wealth Management
- Investment Advisory
- Client Service
- Investment Policy Statements
- Investment Management
- Asset Management
- Investments
- Financial Planning
- Management
- Leadership
- Financial Advisory
Jeffrey Eisfelder Summary
- Jeffrey Eisfelder, based in Los Angeles, CA, US, is currently a Shareholder and Senior Financial Advisor at SFE Investment Counsel Inc.. Jeffrey Eisfelder brings experience from previous roles at First Foundation Advisors, City National Bank / City National Securities, Justice Capital / TVA Capital and Emerald Allocation Strategies. Jeffrey Eisfelder holds a 1992 - 1996 B.S. in Business Administration in Marketing @ University of Arizona. With a robust skill set that includes Personal Finance, Microsoft Excel, Marketing, Investment Strategies, Mutual Funds and more. Jeffrey Eisfelder has 4 emails on RocketReach.
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Others Named Jeffrey Eisfelder
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Top SFE Investment Counsel Inc. Employees
Jeffrey Eisfelder
Shareholder and Senior Financial Advisor
Los Angeles, CA, US
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Jon Kmett
President
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Charlotte Salinas
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