Deep Enrich
Jeff Witt, CFA CFP CIPM
592 followers
San Diego, California, United States
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About me
Sr. Wealth Advisor at Mercer Global Advisors
Education
CFA Institute
-CFA CharterholderCFA Institute
-CIPM
University of Colorado Boulder
1992 - 1996Bachelor's Degree Economics
Experience
Private Asset Management, Inc.
Jan 2005 - Aug 2023Chief Executive Officer
Nov 2021 - Aug 2023Chief Investment Officer
Jan 2005 - Nov 2021
CFA Society of San Diego
Jul 2011 - Jun 2013Board of DirectorsPresident
Mercer Global Advisors
Aug 2023 - nowSenior Wealth Advisor
Licenses & Certifications
CFA
CFA InstituteJan 2001
CFP
CFP BoardJan 2018CIPM
CFA Institute
Volunteer Experience
Treasurer Board Of Directors
Issued by San Diego Natural History Museum
Associated with Jeff Witt, CFA CFP CIPMInvestment Committee
Issued by United Way of San Diego CountyAssociated with Jeff Witt, CFA CFP CIPMPast President
Issued by CFA Society San Diego on Jul 2019Associated with Jeff Witt, CFA CFP CIPMPresident
Issued by CFA Society San Diego on Jan 2010Associated with Jeff Witt, CFA CFP CIPM
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