Jeff Witt, CFA CFP CIPM

Jeff Witt, CFA CFP CIPM

Followers of Jeff Witt, CFA CFP CIPM592 followers
location of Jeff Witt, CFA CFP CIPMSan Diego, California, United States

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  • Timeline

  • About me

    Sr. Wealth Advisor at Mercer Global Advisors

  • Education

    • CFA Institute

      -
      CFA Charterholder
    • CFA Institute

      -
      CIPM
    • University of Colorado Boulder

      1992 - 1996
      Bachelor's Degree Economics
  • Experience

    • Private Asset Management, Inc.

      Jan 2005 - Aug 2023
      • Chief Executive Officer

        Nov 2021 - Aug 2023
      • Chief Investment Officer

        Jan 2005 - Nov 2021
    • CFA Society of San Diego

      Jul 2011 - Jun 2013
      Board of Directors

      President

    • Mercer Global Advisors

      Aug 2023 - now
      Senior Wealth Advisor
  • Licenses & Certifications

    • CFA

      CFA Institute
      Jan 2001
    • CFP

      CFP Board
      Jan 2018
    • CIPM

      CFA Institute
  • Volunteer Experience

    • Treasurer Board Of Directors

      Issued by San Diego Natural History Museum
      San Diego Natural History MuseumAssociated with Jeff Witt, CFA CFP CIPM
    • Investment Committee

      Issued by United Way of San Diego County
      United Way of San Diego CountyAssociated with Jeff Witt, CFA CFP CIPM
    • Past President

      Issued by CFA Society San Diego on Jul 2019
      CFA Society San DiegoAssociated with Jeff Witt, CFA CFP CIPM
    • President

      Issued by CFA Society San Diego on Jan 2010
      CFA Society San DiegoAssociated with Jeff Witt, CFA CFP CIPM