Designations
- CFA® charterholder
Education
- BA, Kalamazoo College
Jeff is a Partner, the President, and the Chief Compliance Officer of AZA Capital Management. He makes sure the firm's operations, technology, and processes support a smooth experience for clients, from opening accounts to reporting and protecting their information, and he oversees our compliance program. He also works directly with a number of clients as their advisor. Jeff started with the firm in 2005.
Jeff earned a BA in economics and business from Kalamazoo College. Additionally, he holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Chicago.
Start with a conversation
A no-obligation, 30-minute introduction with investment people, not salespeople. If it seems like a fit, we'll follow up with a written proposal.