Jeffrey Grossman, CFA®

Portfolio Manager

Jeffrey is driven by the relationships he has created through his various roles in the investment and wealth management industry. While he enjoys the rigors of fundamental and technical research of investment products and strategies, he always makes the time to problem-solve client and team-member issues and concerns.

Jeffrey enjoys spending time with his family and dog, Luna. He enjoys golfing with his kids, finding new restaurants in Atlanta, and traveling to exotic locations. He also enjoys listening to podcasts, binging the latest shows on Netflix, and studying investment theories and ancient texts.

Jeffrey moved to Atlanta in 2020, previously living in St. Louis and Chicago. He is married, has three children, and a 2 1/2 year old English Cream Golden Retriever, Luna.


  • MA Business Administration in Finance – DePaul University
  • BA Business Administration in Accounting – The University of Iowa

Prior Professional Experience

  • Senior Financial Analyst, Derivative Products – Resolution Life US
  • Fiduciary Asset Management – Investment Product Analyst
  • Investment Sales/Relationship Manager – BRUT ECT
  • Equity Options Market Maker – Chicago Board Options Exchange (CBOE)
  • CPA – Checker, Simon, & Rosner

Licenses and Registrations

  • Chartered Financial Analyst (CFA®)