Schedule A Consultation

Jeff Anderson, CFA

Chartered Financial Analyst

Mr. Anderson joined the Presidio team in 2021 as the Chief Investment Officer.  He brings over 22 years of investment experience.  As the firm’s CIO, he is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management.

Prior to joining Presidio, Jeff was a portfolio manager for an investment advisory firm’s flagship multi-strategy hedge fund.  He has been a portfolio manager in the hedge fund space for 15 years. 

Jeff co-founded a holding company that acquired a controlling interest in a distribution company in upstate NY.  He served on the company’s board and was a member of the executive committee.  He also served as a director for a bank in Georgia, where he was a member of that firm’s executive committee as well as being a member of the loan committee.  He was instrumental in the bank’s acquisition by a larger rival. 

His start in finance came on the floor of the New York Stock Exchange, where he worked as a clerk for the Specialist Firm, Kellogg Capital Group.  Mr. Anderson has extensive experience in trading, research, and portfolio management.

He is happily married with three children and enjoys spending time watching them play competitive sports.  He is an avid golfer and enjoys reading about history, finance, psychology and current affairs.

He also loves playing chess and running with his dog, Hazel.

Jeff is a CFA® charterholder, and is member of the San Diego chapter of the CFA Society.