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Jeff Greenwald, CFA has a diverse work experience. Jeff currently holds the position of Vice President at Offit Capital, starting in January 2023. Prior to this, they worked as a Research Associate at Offit Capital from June 2022 to February 2023. Before joining Offit Capital, Jeff was an Investment Analyst at Phillips Academy from July 2021 to May 2022. Jeff also gained experience at Offit Capital Advisors, where they worked as a Research Associate from May 2019 to May 2021 and as a Research Analyst from July 2017 to May 2019. Jeff's earlier experiences include a role as a Research Assistant at Hamilton Investment Office in 2016 and an internship at I Squared Capital in 2015. At Hamilton Investment Office, Jeff was responsible for creating research reports, preparing fund performance presentations, and conducting real-time analysis of global markets. During their internship at I Squared Capital, they assisted with valuation modeling and conducted research for potential investment opportunities in Sub-Saharan Africa. Jeff's work experience also includes a role as Chair Rental Staff at Ravinia Festival from May 2014 to August 2015.

Jeff Greenwald, CFA, obtained their Bachelor of Arts (B.A.) degree in Economics and Chemistry from Hamilton College, where they attended from 2013 to 2017. In July 2022, they became a Chartered Financial Analyst® (CFA) Charterholder through the CFA Institute.