Jeffrey Scheer
CFA®
Executive Managing Director
- Shareholder
Jeff, an Executive Managing Director and shareholder of the firm, develops portfolio advice and handles day-to-day client-related operations for several high net worth individuals and non-profit clients. Jeff is a member of the firm’s Alternatives and Impact Investing Committees. He is a CFA® charterholder and a member of the CFA Society Boston. Jeff is a faculty member for the Confluence Philanthropy Next Gen Fellowship Program, a learning program for trustees and individual donors seeking to align their values with the management of their assets.
Jeff is a member of the Board of Directors for Casa Myrna. Casa Myrna is Boston’s largest provider of domestic violence awareness efforts and of shelter and supportive services to survivors. He is also a member of the Investment Committee for the Fair Food Fund, which provides financing and business assistance to good food enterprises that connect small and mid-size farms with consumers hungry for local, sustainably grown food.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. Jeff’s prior experience includes the role of Senior Client Advisor at Federal Street Advisors. Jeff currently lives in South Boston with his wife, Estefanía, and dog, Maeve.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Office
Jeff, an Executive Managing Director and shareholder of the firm, develops portfolio advice and handles day-to-day client-related operations for several high net worth individuals and non-profit clients. Jeff is a member of the firm’s Alternatives and Impact Investing Committees. He is a CFA® charterholder and a member of the CFA Society Boston. Jeff is a faculty member for the Confluence Philanthropy Next Gen Fellowship Program, a learning program for trustees and individual donors seeking to align their values with the management of their assets.
Jeff is a member of the Board of Directors for Casa Myrna. Casa Myrna is Boston’s largest provider of domestic violence awareness efforts and of shelter and supportive services to survivors. He is also a member of the Investment Committee for the Fair Food Fund, which provides financing and business assistance to good food enterprises that connect small and mid-size farms with consumers hungry for local, sustainably grown food.
Jeff grew up in Albany, NY and received a Bachelor of Arts degree in Economics from Union College. At Union, Jeff was a Liberty League All-Academic Team performer as a member of the football team, as well as a member of the Omicron Delta Epsilon Economic Honor Society. Jeff’s prior experience includes the role of Senior Client Advisor at Federal Street Advisors. Jeff currently lives in South Boston with his wife, Estefanía, and dog, Maeve.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
