Jeff is the chief investment strategist, head of equities at Mariner Wealth Advisors. Jeff has over 25 years of experience in the financial services and investment management industry working in various capacities, including research analyst, investment strategist, senior portfolio manager and relationship manager. Jeff holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society in Cincinnati. His experience includes fundamental, valuation and technical analysis, as well as guiding investment strategy.
As chief investment strategist, Jeff serves as a member of the investment committee and leads Mariner Wealth Advisors’ equity team. In this capacity, he contributes to decisions impacting strategies and tactical allocation of portfolios at the asset class level and also has the responsibility of driving research, portfolio construction and security selection for large and mid cap equity strategies focused on U.S. Stocks.
Prior to joining Mariner Wealth Advisors, Jeff was a senior portfolio manager at U.S. Bank where he worked with private individuals and foundations. Prior to that, he served as head of investments at Hilliard Lyons Capital Management where he managed a team of investment professionals and various equity strategies including dividend growth, high yield, large cap growth and mid cap core. Before Hilliard, Jeff was director of core investment strategies at Fifth Third Asset Management and lead manager on the Fifth Third Dividend Growth portfolio. Jeff has appeared regularly on CNBC and Bloomberg, and has been frequently quoted in the Wall Street Journal and Barron’s.
Jeff received a bachelor of arts in economics from DePauw University and obtained his master’s degree in management from the Kellogg Graduate School of Management at Northwestern University.
In the community, Jeff is a member of the finance committee at Newtown United Methodist Church and at the Catholic Inner-city School Education Fund. He serves on the Boards of Cancer Family Care and of Breakthrough Cincinnati. He is also part of the mentoring program for students at Xavier University. As an avid runner through the years, Jeff has raised funds through racing events for the Leukemia Society, Alzheimer’s Association and the American Cancer Society.
Absolutely. The rationale is, when we look at the market we look at several levels of analysis. The fundamental backdrop, including the state of the economy, earnings and revenues, are all positive. In terms of valuations, with the pullback, the S&P is now around 16.5 times earnings, which is reasonable-to-attractive. That's not a bad point to enter the market. Looking at technical factors and the number of stocks advancing versus declining, and the types of stocks still leading — those things are still positive. When folks get nervous they tend to flock to defensive stocks. Those aren't the stocks that are leading now. When you mix that all up, the backdrop is positive. But you don't just rush in. We expect continued churning for a bit. What we like is consumer discretionary stocks that are tethered to strong trends in employment, consumer confidence and tax cuts. They have sold off but have wonderful fundamentals. We also like financials.17 November 2019