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Jeff Mortimer
Director/Miembro de la Junta en
APEIRON CAPITAL INVESTMENT CORP.
.
Perfil
Mr. Jeffrey M.
Mortimer, CFA MBA, is a Founding Partner, Chief Investment Officer & President at Elyxium Wealth LLC and an Independent Director at Apeiron Capital Investment Corp.
He is on the Board of Directors at Apeiron Capital Investment Corp.
He is responsible for setting policy in all investment areas, including assessing the economic outlook, setting capital market assumptions, determining strategic and tactical asset allocation positioning within client portfolios, and evaluating selection criteria for all managers used in client portfolios.
Before joining Elyxium, he was the director of investment strategy at Bank of New York Mellon Wealth Management.
In that role, he established the economic outlook and asset allocation policies for the firm’s $250 billion in assets under management.
Previously, he spent 13 years at Charles Schwab Investment Management in increasingly substantial roles that culminated in his position as chief investment officer, responsible for $240 billion in client and shareholder assets.
He holds an undergraduate degree from Babson College and an MBA from the University of Chicago (Booth) School of Business.
He is a CFA charter holder.
He is a member of the Investment Board at Babson College.
Cargos activos de Jeff Mortimer
| Empresas | Cargo | Inicio |
|---|---|---|
| APEIRON CAPITAL INVESTMENT CORP. | Director/Miembro de la Junta | 01/11/2021 |
Antiguos cargos conocidos de Jeff Mortimer.
| Empresas | Cargo | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Gestor de Cartera-Acciones | 01/07/2022 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Gestor de Cartera-Acciones | 01/07/2022 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Director de Inversiones | 01/07/2010 |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Corporate Officer/Principal | 30/09/1997 |
Higgins Associates, Inc.
 Higgins Associates, Inc. Investment ManagersFinance Provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk | Director de Inversiones | 30/09/1987 |
Formación de Jeff Mortimer.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
87
Relaciones de 1er grado
9
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 9 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Higgins Associates, Inc.
Higgins Associates, Inc. Investment ManagersFinance Provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Apeiron Capital Investment Corp.
 Apeiron Capital Investment Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
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