I am an independent Private Wealth Manager specialized in asset allocation, equity valuation, and the sourcing and creation of alternative investments. I am a Charted Financial Analyst, with over a decade of experience across the Financial Services and Information Technology industries. I co-founded and help operate a wedding venue in Raleigh, NC with my wonderful wife and family.In my free time, I enjoy traveling, piloting small planes, and hiking with my wife and beagle.
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Co-FounderThe MaxwellRaleigh, Nc, Us -
Family Office ManagerSelf-Employed Jan 2017 - PresentManage investments for high net-worth clients, including equity, fixed-income, real estate and alternative investment portfolios.Source, analyze and execute alternative investment and direct lending opportunities.Model and manage risk holistically across all portfolio holdings.
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Senior Business AnalystB&H Photo Video Aug 2015 - Dec 2016Greater New York City AreaAnalyzed and Implemented warehouse automation technologies.Served as a SME for Manhattan WMS implementation.Lead team of Java programmers in creation of in-house dashboards. -
Project ManagerJ.Crew Jun 2014 - Aug 2015Greater New York City AreaProject Manager, Business Analyst, Scrum Master and Product Owner with a specialization in Supply Chain Intelligence (SCI Cognos) and distribution center optimization. Liaison between business and IT departments. -
Assistant TraderNyam Llc Jul 2012 - Jun 2014Greater New York City AreaManaged and traded proprietary accounts on the floor of the New York Mercantile ExchangeConducted research, drafted, and designed new trading strategies, tuned forecasting modelsDesigned and executed trades on an unemployment report-derived arbitrage model
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New Business DevelopmentBolt Trading Solutions Jul 2013 - May 2014Greater New York City AreaCo-created, branded, and operated a commodity trading and risk management software firm
Jeffrey Hand, Cfa Education Details
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Supply Chain Management
Frequently Asked Questions about Jeffrey Hand, Cfa
What company does Jeffrey Hand, Cfa work for?
Jeffrey Hand, Cfa works for The Maxwell
What is Jeffrey Hand, Cfa's role at the current company?
Jeffrey Hand, Cfa's current role is Co-Founder.
What schools did Jeffrey Hand, Cfa attend?
Jeffrey Hand, Cfa attended Penn State University.
Who are Jeffrey Hand, Cfa's colleagues?
Jeffrey Hand, Cfa's colleagues are Maddie Peeler, Chelsea Hand, Nicole Parker, Tova Mosley, Modu Miah.
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