Jeff Curtis, CFA

Senior Principal

Austin

Client Advisory

Biography

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.

Education

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

Highlights

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

Connect with Jeff

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