Jeff Curtis, CFA

Senior Principal


Client Advisory


Jeff is a Senior Principal in the Austin office and a member of the Cerity Partners Private Markets Team. He is also responsible for Cerity Partners OCIO clients’ private investment portfolios. In addition to portfolio management, Jeff sources investments and manages relationships with General Partners.

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 active in his church, likes to stay fit by playing sports, and loves to spend time with his wife and son, Cooper.


  • MBA from the University of Texas at Austin
  • B.A. in Business with Honors from the University of Texas at Austin


  • Chartered Financial Analyst®
  • Represents Cerity Partners OCIO on multiple Limited Partner Advisory Committees

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