Jeffrey has more than 15 years of experience in the investment industry, assisting clients in managing individual stock and bond portfolios. He is responsible for risk analysis and portfolio management, including custom-designed portfolios of individual securities, mutual funds and institutional portfolio managers. In addition to portfolio work, Jeffrey provides consulting for institutional clients’ defined benefit and defined contribution pension plans. He previously served as vice president for a trust company.
Jeffrey serves as southern Missouri’s senior portfolio manager for BKD Wealth Advisors, LLC. As a member of the BKD Wealth Advisors Investment Committee, he is responsible for analysis, selection and monitoring of domestic large capitalization stocks, international equities and individual corporate, government and municipal bonds.
He is a member of the adjunct faculty of Missouri State University, Springfield, where he teaches upper-level finance courses.
Jeffrey is a graduate of Missouri State University, with B.S. and M.B.A. degrees in finance.