Our Team: Jeffrey Neer, CFA

Jeffrey Neer, CFA

Client Portfolio Manager

Industry Experience: 22 years

Education: BS, University of Delaware; MBA, Loyola University Maryland

As a client portfolio manager, Jeff acts as a liaison between the portfolio management teams and clients, relationship managers, and business development officers. Additionally, he participates in the development and communication of client and marketing content. Jeff is also lead portfolio manager for custom 1-5 year short duration strategies. Prior to joining the firm in 2016, Jeff served as a fixed income portfolio manager with Wilmington Trust Investment Advisors. Jeff graduated with a Bachelor of Science in accounting from The University of Delaware and a Master of Business Administration from Loyola University, Maryland. Jeff also holds the Chartered Financial Analyst® (CFA) designation.

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