Jeff Curtis , CFA

Jeff is a Partner in the Austin office, where he runs the Cerity Partners OCIO Private Capital Investment Program. Within this role, he plays a pivotal part in setting the direction of client Private Capital portfolios, including overall portfolio construction, as well as sourcing and diligently assessing Cerity Partners OCIO’s investments. Jeff also serves as a client portfolio manager and is a member of the Cerity Partners OCIO Investment Committee.

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.

Learn more about Cerity Partners OCIO.