Jeffrey Mortimer
Mortimer Consulting Group
January 11, 2023
Hogan Center, College of the Holy Cross

5:15pm – Cocktail Reception
6:15pm – Dinner and Speaker

Jeffrey Mortimer’s latest role was the Director of Investment Strategy for BNY Mellon Wealth Management. In this role, he led a team that set capital market expectations and was responsible for making asset allocation recommendations. In all, Jeff has more than 30 years of experience in the financial services industry.

Prior to that role, Jeff worked for Charles Schwab Investment Management for 13 years in increasingly senior positions, culminating with his appointment as Chief Investment Officer. He also worked for nearly 10 years in boutique firms in Boston, serving high net worth individuals and families.

Jeff is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. Jeff also serves on the advisory board for the Stephen D. Cutler Center for Investments and Finance at Babson College.

In addition to holding a CFA charter, Jeff earned a Master of Business Administration from University of Chicago Graduate School of Business and a Bachelor of Science degree in finance from Babson College.