Jeffrey Sinder, CFA

Principal

For the first twenty years of his career, Jeff held various roles in institutional investment management, including as an analyst at a hedge fund, fund of hedge funds, and multi-asset manager, and as a strategist at a quantitative equity manager. During this time, Jeff gained exposure to hundreds of investment strategies across geographies and different financial markets.

Through the breadth of his exposure, Jeff has developed a differentiated perspective on investing and a nuanced understanding of the importance of listening to the needs, concerns, and goals of clients. His experience has also given him a healthy skepticism of conventional investment wisdom.

Jeff earned a B.S. from the Wharton School of the University of Pennsylvania with concentrations in Finance and Statistics and University minors in Mathematics, Economics, and Psychology. He is a Chartered Financial Analyst® (CFA) Charterholder. Jeff lives in Concord, Massachusetts with his wife and two children.