Jeff serves as the firms’ Chief Investment Officer. He has 22 years of investment management experience and has served as a Private Wealth Manager for both Merrill Lynch and Fidelity Investments. Jeff holds the series 63 and 65 licenses. In his role as Chief Investment Officer, Jeff overseas all aspects of the firm’s investment policy decisions. He has a cautious approach to investing and has helped Fortius’ clients benefit from the markets while being very mindful of the risks traditional investment strategies pose. Jeff is also responsible for overseeing all of the firms private investments which include the Fortius Structured Notes Fund and a series of funds that invest in companies pr