Jeffrey Grossman Email & Phone Number

Portfolio Manager @ BIP Wealth

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Jeffrey Grossman Location

Atlanta, GA, US

Jeffrey Grossman Work

Portfolio Manager @ (June 2021 - Present)
Senior Financial Analyst - Derivatives @ (January 2020 - January 2021)
Portfolio Strategist @ Littany Lane Investments (January 2009 - January 2020)
Investment Product Analyst and Operations @ Fiduciary Asset Management (January 2004 - January 2008)
Director of Business Operations and Management @ (January 2002 - January 2004)
Institutional Sales and Relationship Manager @ The BRUT ECN (January 2000 - January 2002)
Equity Options Market-Maker @ Chicago Board Options Exchange (CBOE) (January 1994 - January 2001)
CPA @ Checkers Simon & Rosner (January 1987 - January 1994)

Jeffrey Grossman Education

DePaul Driehaus College of Business
MBA (Finance)
1990-1993
The University of Iowa Tippie College of Business
BBA (Accounting/Finance)
1982-1986
University of Iowa
BBA (Accounting/Finance)
1982-1986
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration - MBA (Finance, General)
The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA (Accounting)

Jeffrey Grossman Skills

Savings
Institutional
Macro
Hedging
Construction Management
Financial Modeling
Institutional Investments
Wealth Management
Shareholder
Hedge Funds
Valuation
Reports
Chartered Financial Analyst
R
Financial Markets
Investor Relations
Fixed Income
Cluster
Business Operations
Families
Assurance
Equity Derivatives
Investment Portfolios
Custodians
Property Managers
Start Ups
Due Diligence
Consulting
Commodities
Auditing
Global Macro
Property Management Systems
Strategies
Partnerships
Reporting
Allocations
Banking
Financial Transactions
Investment Strategies
Organizational Structure
Dealers
Trading Strategies
Derivatives
Cash Flow
Revenue
Cash
Financial Services
Business Administration
Inclusion
Cassandra
Asset Allocation
Investment Advisory
Technical Analysis
Market
Strategy
Communication
Trading
Broker Dealer
ETFs
Property
Foundation
Critical Thinking
Mutual Funds
Commodity
Risk
Full Service
Expenses
Risk Management
Strategic Investment
Private Equity
Human Resources
Investment Banking
Values
Operations
Portfolio
Tax
Finance
Securities
Optimization
Architecture
Not for Profit
GAAP
Investment Performance
Nasdaq
Currency
Bloomberg
Credit Cards
Wealth
Investments
Bonds
Options
Accounts Receivable
Equities
Loan Servicing
Financial Statement Analysis
Active
Analysis
Derivatives Trading
Short Term
Equity Valuation
Mlp
Detail
Engineering
Logic Synthesis
Financial Analysis
Treasury
Returns
Index Options
Engagements
Investment Advisory Services
Strategic Planning
Middle Market
Presentations
Contractual Agreements
Net
Conciseness
Closed End Funds
Portfolio Management
Equity Trading
Floors
SEC
Equity Research
Vendors
Theory
Liability
Reviews
Process Improvement
Accounting
Performance Reviews
Electronic Trading
Portfolio Managers
Financial Reporting
Conferences
Business Intelligence
Series 7
Applications
Fiduciary
Insurance Planning
CPA
Regulatory Filings
Institutional Sales
Inactive
Institutions
Chicago
Research
Investment Management
Microsoft Exchange
Business Strategy
Marketing
Credit
ISDA
Financial Accounting
Management
IPS
Pricing
Asset
Capital Markets
Asset Management
Qualitative Research
Distribution
Ecn
ISO
Management Consulting
Design
Risk Tolerance
Iowa
Greeks
Alternative Investments
Corporate Finance

Jeffrey Grossman Summary

Jeffrey Grossman, based in Atlanta, GA, US, is currently a Portfolio Manager at BIP Wealth. Jeffrey Grossman brings experience from previous roles at RESOLUTION LIFE U.S. LIMITED, Littany Lane Investments, Fiduciary Asset Management and Globetrotters Engineering Corporation. Jeffrey Grossman holds a 1990 - 1993 MBA in Finance @ DePaul Driehaus College of Business. With a robust skill set that includes Savings, Institutional, Macro, Hedging, Construction Management and more. Jeffrey Grossman has 2 emails on RocketReach.