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
- Shareholder and Senior Financial Advisor @ (March 2025 - Present)
- Managing Director @ First Foundation Advisors (November 2015 - March 2025)
- Vice President - Wealth Management @ (March 2011 - October 2015)
- Senior Vice President @ (September 2009 - February 2011)
- Director of Sales @ Emerald Allocation Strategies (February 2009 - August 2009)
- Chief Operating Officer, Chief Investment Officer and Partner @ (January 2002 - December 2008)
- Associate Investment Advisor @ Morton Capital Managment (May 1998 - December 2001)
- Investor Information Associate @ The Vanguard Group (February 1997 - April 1998)
Jeffrey Eisfelder Education
- University of Arizona
B.S. in Business Administration (Marketing)
1992-1996 - University of Arizona
Jeffrey Eisfelder Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Client Service
- Financial Advisory
- Financial Planning
- Financial Services
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Policy Statements
- Investment Strategies
- Investments
- Mutual Funds
- Personal Finance
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Microsoft Excel
- Marketing
- Strategy
- Investment Policy
- Management
- Leadership
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 Alternative Investments, Asset Allocation, Asset Management, Client Service, Financial Advisory and more. Jeffrey Eisfelder has 4 emails and 1 mobile phone numbers on RocketReach.
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