MEET YOUR ADVISOR
With more than 30 years of portfolio management experience, Jeffrey has overseen more than $1 billion in pension and corporate assets within a major Chicago-based institutional organization. His academic foundation includes an MBA in Finance from DePaul University and a BA in Economics from Northern Illinois University. That background informs NSIC’s disciplined approach to investment management, financial planning and client advocacy.
EDUCATION & PROFESSIONAL DEVELOPMENT
MBA in Finance
— DePaul University
BA in Economics
— Northern Illinois University
Alternative Investments Certificate Program
— Harvard Business School, 2022
Real Estate Economics and Finance Certificate Program
— London School of Economics, 2024
Member, National Association of Personal Financial Advisors (NAPFA)