Jeff Hibbeler
Portfolio Manager-Fixed Income chez Exencial Wealth Advisors LLC
Profil
Mr. Jeffrey B.
Hibbeler, CFA, is a Director of Portfolio Management at Exencial Wealth Advisors LLC.
He joined Exencial Wealth Advisors as a Senior Portfolio Manager for Fixed Income and became the Director of Portfolio Management in 2022.
He brings an extensive fixed income background and over 20 years of experience in the investment management industry.
Previous to joining Exencial, he was a Portfolio Manager for 11 years on the Core Fixed Income Team for Columbia Threadneedle Investments, managing portfolios for high-net-worth and institutional clients.
Prior to his fixed income role, he was the Institutional Performance Measurement Manager for a predecessor organization of Columbia Threadneedle, where he was responsible for managing performance reporting and attribution analysis across all investment platforms.
Jeff began his career as a Performance Measurement Service Manager at Infovisa, Inc.
He received a B.S.
in Business Administration from Nebraska Wesleyan University, where he graduated with high distinction.
Jeff holds the Chartered Financial Analyst designation and is a member of the CFA North Carolina Society.
Postes actifs de Jeff Hibbeler
Sociétés | Poste | Début |
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Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Portfolio Manager-Fixed Income | 01/01/2018 |
Formation de Jeff Hibbeler
Nebraska Wesleyan University | Undergraduate Degree |
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Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | Finance |