Jeff is a Director and Senior Investment Counsellor with Grayhawk Investment Strategies, an outsourced Chief Investment Officer service. He has been working in the investment industry and advising wealthy families on how to achieve their life and investment goals for over a decade. He has extensive experience working with business owners who are transitioning from a phase of high wealth creation and concentration, to a strategy that will serve them and their family best in the following years and preserve and grow wealth for future generations.
Jeff is a CFA Charterholder and a member of the Calgary CFA Society. He attended the University of Alberta’s School of Business, where he graduated with distinction.