Jeff Stern Email & Phone Number

New York, Ny, Us

Simplify was founded in 2020 to make institutional-grade alternative strategies available to all investors through the low-cost and transparent ETF vehicle. Alternative strategies can be a powerful way to improve portfolio risk-adjusted returns, but for decades these strategies have only been available to institutional investors and the ultra-rich through hedge funds. This all changed in 2020 when the SEC announced rule 18f-4, allowing many of these strategies to be run inside ETFs.

London, Gb

Developed go-to-market and business development strategy for the launch of GSR Capital in North America. GSR Capital was an alternative asset manager that offered a variety of systematic digital asset strategies geared towards institutional investors including RIAs, family offices, endowments, foundations, and pension funds.

Remote First, Us

Responsible for developing and growing Coinbase Institutional's relationships with RIAs, family offices, and ultra-high-net-worth individuals

New York, Ny, Us

Led an advisor team focused on building relationships with high-net-worth individuals ($5mm+), family offices, endowments and foundations. Advised clients on a range of topics including asset allocation, opportunistic brokerage trades, alternative investments, borrowing, and estate planning.

Newport Beach, California, Us

Managed relationships with insurance companies, regional banks and investment consultants that leveraged PIMCO for fixed income asset management.

New York, Ny, Us

Provided fixed income risk and analytics solutions to major insurance companies.

Master Of Business Administration (Mba)

Ba, Economics