Jeff Susman
Founder & Principal at Wealthrive Consulting | Denver, Colorado, United States
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Founder & Principal at Wealthrive Consulting in March 2025 to Present
Executive Director - Team Lead at J.P. Morgan in February 2019 to March 2025
Equity Portfolio Manager at Cambiar Investors in January 2006 to October 2018
Equity Research Analyst at Cambiar Investors in June 2005 to October 2018
Equity Research Associate at UBS Investment Bank in November 1999 to May 2003
Equity Research Assistant at Wellington Management Company in July 1998 to October 1999
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University of Michigan - Stephen M. Ross School of Business, MBA, January 2003 to January 2005
Tufts University, BA, January 1994 to January 1998
Kent Denver, January 1991 to January 1994
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Private Banking
Cross-functional Team Leadership
Family Offices
Equity Research
Equities
Portfolio Management
Financial Modeling
Asset Management
Investment Strategies
Alternative Investments
Valuation
Investment Management
Investments
Asset Allocation
Asset Managment
Bloomberg
Trading Systems
Buy-side
Series 7
Capital Markets
Financial Analysis
Hedge Funds
Mutual Funds
Corporate Finance
Series 65
Series 63
Real Estate Investment Trust (REIT)
consumer discretionary
technology investing
Microsoft Excel
Wealth Management
Due Diligence
Securities
Emerging Markets
Finance
Capital Raising
Relationship Building
Banking Relationships
Trading
Money Management
Wealth Preservation
Wealth Management Services
Leadership
Team Leadership
Financial Markets
Private Equity
Management
Strategic Planning
Strategy
Investor Relations
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What is Jeff Susman email address?
Email Jeff Susman at [email protected] and [email protected]. This email is the most updated Jeff Susman's email found in 2026.
How to contact Jeff Susman?
To contact Jeff Susman send an email to [email protected] or [email protected].
What company does Jeff Susman work for?
Jeff Susman works for Wealthrive Consulting
What is Jeff Susman's role at Wealthrive Consulting?
Jeff Susman is Founder & Principal
What is Jeff Susman's Phone Number?
Jeff Susman's phone (303) ***-*130
What industry does Jeff Susman work in?
Jeff Susman works in the Investment Management industry.
Jeff Susman Email Addresses
Jeff Susman Phone Numbers
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