Jeff Hybiak, Cfa
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Jeff Hybiak, Cfa Email & Phone Number

A Behavioral Approach to Biblically Responsible Investing | Outsourced CIO for other Financial Planners at SEM Wealth Management
Location: New Kent, Virginia, United States 5 work roles 4 schools
1 work email found @semwealth.com 3 phones found area 520 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@semwealth.com
Direct phone (520) ***-****
LinkedIn Profile matched
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Current company
SEM Wealth Management
Role
A Behavioral Approach to Biblically Responsible Investing | Outsourced CIO for other Financial Planners
Location
New Kent, Virginia, United States
Company size
11 employees

Who is Jeff Hybiak, Cfa? Overview

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Quick answer

Jeff Hybiak, Cfa is listed as A Behavioral Approach to Biblically Responsible Investing | Outsourced CIO for other Financial Planners at SEM Wealth Management, a with 11 employees, based in New Kent, Virginia, United States. AeroLeads shows a work email signal at semwealth.com, phone signal with area code 520, and a matched LinkedIn profile for Jeff Hybiak, Cfa.

Jeff Hybiak, Cfa previously worked as Chief Investment Officer at Sem Wealth Management and Sr. Portfolio Manager & Chief Operating Officer at Sem Wealth Management. Jeff Hybiak, Cfa studied at Passed Level Iii Of The Cfa Program.

Company email context

Email format at SEM Wealth Management

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*@semwealth.com
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Profile bio

About Jeff Hybiak, Cfa

Experienced Christian portfolio manager with proven success navigating difficult markets; developed own method of economic analysis and modeling; set-up and managed a back office with over $600M in assets; web designer & web master; developed dozens of databases & spreadsheets used to model & manage money in the market.Specialties: Economic analysis, stock market analysis, equity trading, economic modeling, financial newsletter writing, radio show guest, guest speaker, Excel, Access, & PowerpointIn my free time I enjoy playing bass and keyboard in our church worship band as well as leading a small group. I also coach my teenage twins club soccer team, which keeps me active on the weekends.

Listed skills include Portfolio Management, Investments, Economics, Mutual Funds, and 21 others.

Current workplace

Jeff Hybiak, Cfa's current company

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SEM Wealth Management
Sem Wealth Management
A Behavioral Approach to Biblically Responsible Investing | Outsourced CIO for other Financial Planners
new kent, virginia, united states
Website
semwealth.com
Employees
11
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Company profile
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5 roles · 33 years

Jeff Hybiak, Cfa work experience

A career timeline built from the work history available for this profile.

Sr. Portfolio Manager & Chief Operating Officer

Sem Wealth Management

New Kent, Virginia

-Combine trading strategies into client programs to meet clients’ goals-Design spreadsheet to aggregate end of day positions and trades to be placed-Align new accounts with existing investment programs-Monitor the stock & bond market on a daily basis-Generate trade reports for regulatory tracking-Monitor trading strategies for breaches of expected behavior-Research trading errors and recommended corrective actions-Wrote macros and batch files to implement repetitive daily tasks-Track monthly performance of individual systems and generated ranking reports.-Prepare individual and consolidated financial statements in accordance with GAAP-Reconcile bank & investment statements-Create and monitor line item budgets-Analyze contracts for financial impact to company -Develope key measures for monitoring financial performance-Generate payroll and all relevant accounting entries-Supervise quarterly client billing and statement mailing-Create marketing materials highlighting various investment strategies-Create allocation tool for reps to use in assisting clients with their financial planning needs-Wrote presentations for clients and registered representatives-Guest speaker for client seminars and broker/dealer conferences-Author articles for Quarterly Newsletter & appear on radio shows as a guest host-Develop investment programs based on our clients’ needs-Developed and manage various websites to enhance and support marketing efforts-Created M.I.S. relational database to track and report client transactions

Sep 1998 - Sep 2017

Corporate Credit Analyst

Commercial Federal Bank

-Monitored client financial statements for compliance with loan covenants-Prepared financial projections and probabilities to determine loan covenants-Delivered written & oral reports discussing each of the loans inside of our portfolio.

1998 - 1999 ~1 yr

Portfolio Manager/Analyst

Unc Alumni Foundation Fund

-Monitored the stock & bond market daily.-Analyzed various publicly traded companies & made recommendations whether or not to add or remove from portfolio.-Prepared reports to present to the board of directors.-Managed fund website.

1997 - 1998 ~1 yr

Accounting Manager/Controller

Absolute Business Solutions

-Prepared individual and consolidated financial statements in accordance with GAAP-Reconciled bank & investment statements-Created and monitored line item budgets-Analyzed contracts for financial impact to company -Developed key measures for monitoring financial performance-Generated payroll and all relevant accounting entries-Supervised monthly client billing and statement mailing-Managed Accounts Receivable & Accounts Payable

1994 - 1996 ~2 yrs
Team & coworkers

Colleagues at SEM Wealth Management

Other employees you can reach at semwealth.com. View company contacts for 11 employees →

AC Amber Cooper Amber Cooper Colleague at Sem Wealth ManagementMechanicsville, Virginia, United States View → GS Garland Scott, Cima® Garland Scott, Cima® Colleague at Sem Wealth ManagementWashington Dc-Baltimore Area, United States View → KS Kim Sitkowski Kim Sitkowski Colleague at Sem Wealth ManagementTucson, Arizona, United States View → JS Jim Stover Jim Stover Colleague at Sem Wealth ManagementLittleton, Colorado, United States View → CD Courtney D. Courtney D. Colleague at Sem Wealth ManagementNew Kent, Virginia, United States View → RP Rachel Phaup Rachel Phaup Colleague at Sem Wealth ManagementNew Kent, Virginia, United States View → CH Cody Hybiak Cody Hybiak Colleague at Sem Wealth ManagementTucson, Arizona, United States View → BH Brandi Hybiak Brandi Hybiak Colleague at Sem Wealth ManagementUnited States View → KS Kimberly Sitkowski Kimberly Sitkowski Colleague at Sem Wealth ManagementTucson, Arizona, United States View →
4 education records

Jeff Hybiak, Cfa education

Education record

Passed Level Iii Of The Cfa Program

The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world..

Education record

Passed Level Ii Of The Cfa Program

Education record

Passed Level I Of The Cfa Program

Bachelor Of Science, Business/Finance

University Of Northern Colorado

Activities and Societies: Financial Management Association National Honor Society Member-UNC College of Business Administration Top 10%.

FAQ

Frequently asked questions about Jeff Hybiak, Cfa

Quick answers generated from the profile data available on this page.

What company does Jeff Hybiak, Cfa work for?

Jeff Hybiak, Cfa works for SEM Wealth Management.

What is Jeff Hybiak, Cfa's role at SEM Wealth Management?

Jeff Hybiak, Cfa is listed as A Behavioral Approach to Biblically Responsible Investing | Outsourced CIO for other Financial Planners at SEM Wealth Management.

What is Jeff Hybiak, Cfa's email address?

AeroLeads has found 1 work email signal at @semwealth.com for Jeff Hybiak, Cfa at SEM Wealth Management.

What is Jeff Hybiak, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 520 for Jeff Hybiak, Cfa at SEM Wealth Management.

Where is Jeff Hybiak, Cfa based?

Jeff Hybiak, Cfa is based in New Kent, Virginia, United States while working with SEM Wealth Management.

What companies has Jeff Hybiak, Cfa worked for?

Jeff Hybiak, Cfa has worked for Sem Wealth Management, Commercial Federal Bank, Unc Alumni Foundation Fund, and Absolute Business Solutions.

Who are Jeff Hybiak, Cfa's colleagues at SEM Wealth Management?

Jeff Hybiak, Cfa's colleagues at SEM Wealth Management include Amber Cooper, Garland Scott, Cima®, Kim Sitkowski, Jim Stover, and Courtney D..

How can I contact Jeff Hybiak, Cfa?

You can use AeroLeads to view verified contact signals for Jeff Hybiak, Cfa at SEM Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jeff Hybiak, Cfa attend?

Jeff Hybiak, Cfa studied at Passed Level Iii Of The Cfa Program.

What skills is Jeff Hybiak, Cfa known for?

Jeff Hybiak, Cfa is listed with skills including Portfolio Management, Investments, Economics, Mutual Funds, Microsoft Excel, Analysis, Asset Management, and Asset Allocation.

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