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Jeff M (#12666)

Profile Contents

Jeff M - Finance Writer

Star Rating 5 Stars
Last Login 5/27/2016
Location Fairfield, CT
Education Doctorate

Summary of Finance Experience

Jeff has worked in finance in two different roles: as a financial analyst with an asset management company and as a wealth advisor with Morgan Stanley. In the former, Jeff was the primary researcher and analyst for the company. They managed five collective trust products using only exchange-traded funds, so Jeff is well-versed in how to analyze and utilize ETFs, and he is able to write cohesive and educational copy about them.

As a wealth advisor with Morgan Stanley, Jeff dealt with clients face to face, and he regularly drafted letters and communications to educate, enlighten, and inform his clients about what they should be doing with their portfolios and what the markets were doing on any given day.