Jeff Curtis, CFA

Jeff is a Senior Principal in the Austin office and a member of the Cerity Partners Private Markets Team. He is also responsible for co-leading Cerity Partners OCIO clients’ private capital portfolios. In addition to portfolio management, Jeff sources & executes investments and is involved in client facing activities.

Prior to joining Cerity Partners, Jeff applied his skills as a Managing Director at Agility. He was also an Analyst in the Energy Group at UBS Investment Bank, where he worked on various transactions, including corporate mergers and acquisitions, asset divestitures, debt restructuring, and strategic advisory assignments.

Outside the office, Jeff is a sports fan (playing and watching) and volunteers in the Austin community. He has an interest in psychology and philosophy and loves to spend time with his two children – Charley and Cooper.