Jess Degabriele, Cfa

Jess Degabriele, Cfa Email and Phone Number

LHD Retirement @ LHD Retirement
Jess Degabriele, Cfa's Location
Indianapolis, Indiana, United States, United States
Jess Degabriele, Cfa's Contact Details

Jess Degabriele, Cfa work email

Jess Degabriele, Cfa personal email

n/a
About Jess Degabriele, Cfa

Jess DeGabriele, CFA®, CRPS®, is a member of the LHD Retirement team, performing investment strategy, research, and analysis duties. Prior to joining LHD Retirement in 2014, Jess started his career as a Portfolio Manager for an independent registered investment advisory firm, where he focused on macro research of the international equity markets and contributed to the firm’s investment committee.Jess believes in constantly trying to better one’s skills and resources. In his role with LHD Retirement, he is often challenged to come up with comprehensive strategies that fit particular financial needs. Additionally, he is continuing his education in an effort to continue to better himself as a professional.Jess earned a BA in English, with a French minor, from Ball State University. Jess has earned the right to use the Chartered Financial Analyst® designation and holds his Chartered Retirement Plans Specialist® designation. The LPL Financial registered representatives associated with LHD Retirement may only discuss and/or transact business with residents of the following states: Indiana and Oregon.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "See Contact Info" section.

Jess Degabriele, Cfa's Current Company Details
LHD Retirement

Lhd Retirement

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LHD Retirement
Jess Degabriele, Cfa Work Experience Details
  • Lhd Retirement
    Financial Advisor, Lpl Financial | Partner, Lhd Retirement
    Lhd Retirement Jan 2021 - Present
    Indianapolis, Indiana, United States
  • Lhd Retirement
    Investment Strategist
    Lhd Retirement Aug 2014 - Present
    Indianapolis, Indiana Area
    Works closely with firm advisers to develop strategies that address specific investment needs and goals for both institutional and individual clientele by supporting them in the following areas:• Analyzing global market fundamentals to identify investment opportunities and risks• Generating buy and sell signals by utilizing technical indicators and relative valuation analysis• Building models that adhere to strict risk tolerance thresholds while meeting the global investment themes generated by firm Investment Committee• Leading firm Investment Committee meetings• Coordinating investment menus for institutional retirement plans that address Department of Labor and ERISA regulations

Jess Degabriele, Cfa Skills

Investments Trading Retirement Planning Investment Strategies Portfolio Management Investment Advisory Securities Finance Equities Mutual Funds

Jess Degabriele, Cfa Education Details

Frequently Asked Questions about Jess Degabriele, Cfa

What company does Jess Degabriele, Cfa work for?

Jess Degabriele, Cfa works for Lhd Retirement

What is Jess Degabriele, Cfa's role at the current company?

Jess Degabriele, Cfa's current role is LHD Retirement.

What is Jess Degabriele, Cfa's email address?

Jess Degabriele, Cfa's email address is jd****@****ent.com

What schools did Jess Degabriele, Cfa attend?

Jess Degabriele, Cfa attended Ball State University.

What skills is Jess Degabriele, Cfa known for?

Jess Degabriele, Cfa has skills like Investments, Trading, Retirement Planning, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Finance, Equities, Mutual Funds.

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