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Jeff Pietsch CFA

Director Global Investment Strategy

Jeff Pietsch CFA

Jeff Pietsch is the Director of Global Investment Strategy at Heritage Capital Advisors, LLC in Denver, Colorado.46 He has held this position since January 2021.1

Mr. Pietsch is also the Managing Director of Eastsound Capital Advisors, LLC dba Capital Advisors 360, a registered investment advisor he founded in 2011 that provides advisory, sub-advisory, signal, and institutional investment consulting services.12

Some key facts about Jeff Pietsch:

  • He has been a Chartered Financial Analyst (CFA) charterholder since 2003123
  • Holds an MBA in finance from Northwestern University's Kellogg School of Management and a JD from Northwestern University School of Law123
  • Has a BSc from Cornell University12
  • Previously served as President and Chief Investment Officer at CONCERT Wealth Management from 2013-20171
  • Worked as a Fund Manager at Maple Park Capital, LP from 2006-20091
  • Has over 30 years of experience in finance, marketing, operations, trading, real estate, and consulting12

Mr. Pietsch is a recognized writer and speaker on active portfolio management and quantitative trading systems.2 He consults and serves as a sub-advisor to other RIAs in addition to his work at Capital Advisors 360.2

His LinkedIn username is jpietsch.5

Related Questions

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Jeff Pietsch CFA
Jeff Pietsch CFA, photo 1
Jeff Pietsch CFA, photo 2
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Experience

Director Global Investment Strategy at Heritage Capital Advisors, LLC (January 2021 - Present)
- Managing Director at Eastsound Capital Advisors, LLC dba Capital Advisors 360 (December 2011 - Present) - President & Chief Investment Officer at CONCERT Wealth Management, Inc. (October 2013 - Febr at KPMG Peat Marwick (August 1990 - December 1994)

Education

- MBA in Finance, Strategy, Marketing from Northwestern University - Kellogg School of Management (1998 - 2002) - JD in Commercial Law from Northwestern University Pritzker School of Law (1998 - 2002)

Location

Eastsound, Washington, United States