Jeffrey Thurm

Jeffrey Thurm has a diverse work experience in the investment industry. Jeffrey started their career in 2010 as a Strategy Research Analyst at Thalheim Capital LLC, where they conducted research and analysis on various investment strategies. In 2012, they were promoted to Senior Investment Analyst and was responsible for designing and implementing risk management systems. During their tenure, they attracted $200 million in new assets under management (AUM) to the firm. In 2016, Jeffrey joined FCE Group, Inc as an Investment Analyst, where they focused on investment strategy research and development, discretionary trading, and due diligence on traditional and alternative investment strategies. Later, they became a Portfolio Manager and was responsible for portfolio allocations and asset allocation rebalancing for client portfolios. In 2018, Jeffrey joined CAPTRUST as a Senior Analyst, carrying out research and analysis. Jeffrey was subsequently promoted to Portfolio Manager in 2022.

Jeffrey Thurm has a diverse educational background in finance and business. Jeffrey earned a Bachelor of Arts (BA) degree in Economics, Finance, and Business from Macaulay Honors College at The City University of New York in 2008. Jeffrey then pursued further education and obtained a Master of Business Administration (MBA) degree in Finance and Financial Markets from NYU Stern School of Business, graduating in 2015.

In terms of additional certifications, Jeffrey has passed both Level 1 and Level 2 of the CFA (Chartered Financial Analyst) exams through the CFA Institute. Jeffrey has also obtained certification as a Series 3 Certified professional in Commodity Futures & Options. The exact timing of when these certifications were obtained is not provided.