Jeffrey Ingraham Email & Phone Number
Managing Director @ EP Wealth Advisors
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Jeffrey Ingraham Location
- Rochester, NY, US
Jeffrey Ingraham Work
- 2026 -now Managing Director @
- 2019 -2026 Managing Director, Portfolio Strategies @
- 2012 -2019 Vice President, Consultant Relations and Portfolio Strategist @
- 2006 -2012 Vice President @
- 2004 -2006 Analyst @
Jeffrey Ingraham Education
- Rochester Institute of Technology
Bachelor of Science (B.S.) (Finance, Economics)
2002-2004
Jeffrey Ingraham Skills
- Fixed Income Products
- Foreign Exchange Management
- Capital Markets
- Capital Markets Transactions
- Interest Rate Derivatives
- Credit Derivatives
- ISDA
- Excel
- PowerPoint
- Bloomberg
- Hedge Accounting
- Word
- Interest Rate Risk Management
- Interest Rate Swaps
- Options Strategies
- Options
- Client Relationship Building
- Capital Structure
- CVA
- Mentoring
- Client Communication
- Defined Contribution
- Defined Benefit
- Consultants
- Institutional Sales
- Asset Managment
- Investment Strategies
- Investment Management
- Consultative Selling
- Fixed Income
- Interest Rate
- Client Relationship
- Foreign Exchange
- Interest Rate Risk
Jeffrey Ingraham Summary
- Jeffrey Ingraham, based in Rochester, NY, US, is currently a Managing Director at EP Wealth Advisors. Jeffrey Ingraham brings experience from previous roles at Manning & Napier and Citi. Jeffrey Ingraham holds a 2002 - 2004 Bachelor of Science (B.S.) in Finance, Economics @ Rochester Institute of Technology. With a robust skill set that includes Fixed Income Products, Foreign Exchange Management, Capital Markets, Capital Markets Transactions, Interest Rate Derivatives and more. Jeffrey Ingraham has 2 emails and 1 mobile phone numbers on RocketReach.
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