Director Global Investment Strategy
Current
Heritage Capital Advisors, Llc
Institutional Consulting and Sub-Advisory Services to Mutual Fund Companies.
Jan 2021 - Present
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Jeff Pietsch Cfa Email & Phone Number
Director Global Investment Strategy
at
Heritage Capital Advisors, LLC
1 work email found
@eastsoundcapitaladvisors.com
3 phones found area 408 and 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Heritage Capital Advisors, LLC
Role
Director Global Investment Strategy
Location
Eastsound, Washington, United States
Who is Jeff Pietsch Cfa? Overview
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Quick answer
Jeff Pietsch Cfa is listed as Director Global Investment Strategy at Heritage Capital Advisors, LLC, based in Eastsound, Washington, United States. AeroLeads shows a work email signal at eastsoundcapitaladvisors.com, phone signal with area code 408, 866, and a matched LinkedIn profile for Jeff Pietsch Cfa.
Jeff Pietsch Cfa previously worked as Managing Director at Eastsound Capital Advisors, Llc Dba Capital Advisors 360 and President at Concert Wealth Management, Inc.. Jeff Pietsch Cfa holds Mba, Finance, Strategy, Marketing from Northwestern University - Kellogg School Of Management.
Company email context
Email format at Heritage Capital Advisors, LLC
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*@eastsoundcapitaladvisors.com
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AeroLeads found 1 current-domain work email signal for Jeff Pietsch Cfa. Compare company email patterns before reaching out.
Profile bio
About Jeff Pietsch Cfa
Executive with broad experience in many aspects of finance, marketing, and operations. Direct experience with managed accounts, high net worth solutions, hedge funds, private equity/ venture capital, real estate development, financial and strategy consulting, and marketing.Specialties: finance, strategy, operations, trading, real estate
Listed skills include Investment Strategies, Asset Management, Risk Management, Investments, and 46 others.
Current workplace
Jeff Pietsch Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Capital Advisors, Llc
11 roles
Jeff Pietsch Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Eastsound Capital Advisors, Llc Dba Capital Advisors 360
Investment Advisor Providing Advisory, Sub-Advisory, Signal and Institutional Investment Consulting Services.
Dec 2011 - Present
President
Concert Wealth Management, Inc.
Nov 2014 - Feb 2017
Chief Investment Officer
Concert Wealth Management, Inc.
Oversee the Capital Management division. Coordinate the Global Macro Investment Committee's panel of asset class experts. Oversee the investment process from analysis and selection, through to execution of designated global beta and alpha exposures on behalf of a ~$2.0B national RIA.
Oct 2013 - Feb 2017
Investment Committee Consultant
Advise on business aspects and managed program offerings for an active investment management company.
May 2012 - Aug 2013
Fund Manager
Maple Park Capital, Lp
Fund Manager for an Illinois Private Investment Partnership.
Oct 2006 - Dec 2009
President & Ceo
Typenex Medical, Llc
Product line designed to increase blood transfusion safety was acquired from Baxter Healthcare in 2003 in a spin-off to a private-equity fund. International sales and supply chain management, and new product development oversight.
Jan 2004 - Sep 2006
Senior Financial Analyst
Hedge Fund & SBC Venture Capitalist -- Developed primary trading models, exposure accounting systems, marketing material, trade tracking. Assisted with acquisition evaluation and company due-diligence.
Aug 2002 - Dec 2003
Principal
Re2 - Market & Economic Advisors
Change Management, Feasibility, Valuation & Operations Consulting to the Real Estate & Hospitality Industries. Included role as outsourced Director of Consulting for Colliers Hawaii.
Jan 1997 - Dec 1998
Chief Operations Officer
Attractions Hawaii
Sea Life Park Hawaii & Waimea Valley -- A twenty million in sales, two-hundred employee high-end visitor attraction in Honolulu, Hawaii.
Jan 1995 - Dec 1996
Manager
Real Estate & Hospitality Consulting Division. Later BearingPoint. Conducted market feasibility, valuation, and economic impact studies for various resort and mixed-use projects throughout Hawaii and Asia. Subcontracted to Resolution Trust Corporation during Savings & Loan crisis era.
Aug 1990 - Dec 1994
4 education records
Jeff Pietsch Cfa education
Mba, Finance, Strategy, Marketing
Jd, Commercial Law
B.Sc., Hospitality/ Real Estate Finance
Education record
FAQ
Frequently asked questions about Jeff Pietsch Cfa
Quick answers generated from the profile data available on this page.
What company does Jeff Pietsch Cfa work for?
Jeff Pietsch Cfa works for Heritage Capital Advisors, LLC.
What is Jeff Pietsch Cfa's role at Heritage Capital Advisors, LLC?
Jeff Pietsch Cfa is listed as Director Global Investment Strategy at Heritage Capital Advisors, LLC.
What is Jeff Pietsch Cfa's email address?
AeroLeads has found 1 work email signal at @eastsoundcapitaladvisors.com for Jeff Pietsch Cfa at Heritage Capital Advisors, LLC.
What is Jeff Pietsch Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 408, 866 for Jeff Pietsch Cfa at Heritage Capital Advisors, LLC.
Where is Jeff Pietsch Cfa based?
Jeff Pietsch Cfa is based in Eastsound, Washington, United States while working with Heritage Capital Advisors, LLC.
What companies has Jeff Pietsch Cfa worked for?
Jeff Pietsch Cfa has worked for Heritage Capital Advisors, Llc, Eastsound Capital Advisors, Llc Dba Capital Advisors 360, Concert Wealth Management, Inc., Purcell Advisory Services, Llc, and Maple Park Capital, Lp.
How can I contact Jeff Pietsch Cfa?
You can use AeroLeads to view verified contact signals for Jeff Pietsch Cfa at Heritage Capital Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeff Pietsch Cfa attend?
Jeff Pietsch Cfa holds Mba, Finance, Strategy, Marketing from Northwestern University - Kellogg School Of Management.
What skills is Jeff Pietsch Cfa known for?
Jeff Pietsch Cfa is listed with skills including Investment Strategies, Asset Management, Risk Management, Investments, Trading, Private Equity, Venture Capital, and Hedge Funds.
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