Addepar
Jeffery Rowe has a background in finance and data solutions, with extensive experience at prominent financial institutions. Currently, Jeffery Rowe works at Addepar in a Data Solutions role since June 2019. Prior to this, Jeffery Rowe served as a Senior Analyst in the Consumer and Investment Management Division at Goldman Sachs, specializing in Private Wealth Management and Global Fund Management since July 2016, after completing a Summer Analyst position at the same company in 2015. Earlier experience includes a role in Online Sales and Support at Backcountry.com from September 2013 to June 2014. Jeffery Rowe earned a Bachelor of Science degree in Business Administration with a focus on Finance from the University of Colorado Boulder, graduating in 2016.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.