Riding the Sea Change: How Private Credit Can Deliver Equity-Like Returns With Lower Risk
By Nancy Curtin, Antonio Casal & Jeffrey Fulk
Wealth Management
Head of Private Equity Investment Research
Washington, D.C.
Jeffrey is the Head of Private Equity Investment Research and covers Private Equity and Hedge Fund investments at AlTi.
Jeffrey worked at Alvarium prior to the transaction that created AlTi and, before that, he was a founding member of SF Wealth Management, an independent wealth management team at HighTower Advisors. Prior to HighTower, he was a Vice President on the U.S. Portfolio Management team at Guggenheim Partners and a member of the investment committee for Guggenheim Investment Advisors, an SEC registered investment advisor. Prior to Guggenheim, he was a portfolio manager and hedge fund analyst at Signet Capital Management, a firm specializing in hedge fund solutions.
Jeffrey holds a Bachelor of Science degree in Professional Golf Management from Pennsylvania State University, a Master of Business Administration degree from George Mason University and is a CFA charter holder.