Jeff Stern

Jeff Stern Email and Phone Number

Investment Management | Alternative Investments | Fintech @ Simplify
Jeff Stern's Location
Los Angeles Metropolitan Area, United States, United States
About Jeff Stern

Client centric financial professional and sales leader passionate about alternative investments, digital assets, fintech, and the future of financial advice. Experience advising/investing across asset classes including:EquitiesFixed IncomePrivate EquityPrivate CreditHedge FundsReal EstateCommoditiesDigital Assets

Jeff Stern's Current Company Details
Simplify

Simplify

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Investment Management | Alternative Investments | Fintech
Jeff Stern Work Experience Details
  • Simplify
    Senior Vice President - Investment Strategist
    Simplify Aug 2023 - Present
    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.
  • Gsr
    Director Of Business Development
    Gsr 2022 - 2023
    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.
  • Coinbase
    Institutional Team Lead - Ria, Family Office & Uhnw
    Coinbase 2021 - 2022
    Remote First, Us
    Responsible for developing and growing Coinbase Institutional's relationships with RIAs, family offices, and ultra-high-net-worth individuals
  • J.P. Morgan
    Vice President - Private Bank
    J.P. Morgan 2015 - 2021
    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.
  • Pimco
    Associate - Financial Institutions Group
    Pimco 2011 - 2014
    Newport Beach, California, Us
    Managed relationships with insurance companies, regional banks and investment consultants that leveraged PIMCO for fixed income asset management.
  • Blackrock
    Analyst - Portfolio Analytics Group
    Blackrock 2010 - 2011
    New York, Ny, Us
    Provided fixed income risk and analytics solutions to major insurance companies.

Jeff Stern Skills

Mathematics Writing Fiat Winter Units Pol Sales Social Change Community Students Psych Commercial Litigation Revisions Mentoring Diff Temporary Placement Literature Student Financial Aid Int Std Assessment Film Summa Cum Laude Management Si Public Relations Science Short Introductory General Electric Gen Dmt Latin Accounting Nav Quarter Korea Calculus Valuation Ecp Portfolio Management 13c Entry Foundation Specializations Dinosaurs Humanities Internet Protocols Soc Jewish Residence Peer Mentoring Analysis Letters Economics Fixed Income Petitions Sports Historiography C Financial Modeling Dpr Financial Risk Communication Life Sciences Music Scientific Institutions Macro Marketing Credit Foreign Languages Sat Tutorials Analytics Compensation Nature Cultural Analysis Universe Art Investments Academic Sci Clearance Concurrent American History Sequence Theory Sem Culture Television Eligibility Unified Communications Securities

Jeff Stern Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Master Of Business Administration (Mba)
  • Ucla
    Ucla
    Economics

Frequently Asked Questions about Jeff Stern

What company does Jeff Stern work for?

Jeff Stern works for Simplify

What is Jeff Stern's role at the current company?

Jeff Stern's current role is Investment Management | Alternative Investments | Fintech.

What is Jeff Stern's email address?

Jeff Stern's email address is stern@gsr.io

What is Jeff Stern's direct phone number?

Jeff Stern's direct phone number is +134764*****

What schools did Jeff Stern attend?

Jeff Stern attended Ucla Anderson School Of Management, Ucla.

What are some of Jeff Stern's interests?

Jeff Stern has interest in Football, Investing, Politics, Baseball, Basketball, Photography, Surfing, Bodyboarding, Golf, History.

What skills is Jeff Stern known for?

Jeff Stern has skills like Mathematics, Writing, Fiat, Winter, Units, Pol, Sales, Social Change, Community, Students, Psych, Commercial Litigation.

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