Our Team: Jeff Eberhardt

Jeff Eberhardt

Senior Relationship Manager

Industry Experience: 20 years

Education: BS, The London School of Economics; MBA, The University of Chicago Booth School of Business

Jeff is a senior relationship manager who coordinates the delivery of products and services to clients. His key responsibilities include maintaining close working relationships with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client's unique needs, and supporting the development of new business opportunities. Prior to assuming his current position, Jeff was a senior relationship manager at Legal and General Investment Management America. Prior to that, he held positions with Ansley Capital Group, Deutsche Bank, Wachovia, Bank of America, and Nomura Securities. Jeff earned a Bachelor of Science degree, with Honors, in economics from The London School of Economics and Political Science and an MBA from the University of Chicago Booth School of Business.

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