Profil
Mr. Jeffrey H.
Palmer is an Executive Director at Gries Financial LLC and a Portfolio Manager at Logix Investments LLC.
He leads the firm’s operations, technology and compliance functions and is a senior member of the firm’s management committee.
He is a key member of the firm’s investment committee, more specifically, providing implementation oversight.
He was a successful entrepreneur before joining Gries Financial in 1989, and served as a senior equity analyst and portfolio manager at the firm.
He has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science.
Postes actifs de Jeff Palmer
| Sociétés | Poste | Début |
|---|---|---|
Gries Financial LLC
 Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | President | 01/01/2022 |
DH Logix LLC
 DH Logix LLC Investment ManagersFinance Logix Investments LLC (Logix) is a registered wealth manager headquartered in Cleveland, Ohio. The firm was founded in 2017 and is a wholly-owned subsidiary of Gries Financial LLC. Formerly known as DH Logix LLC, Logix offers investment advisory services to institutions, individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Sally Gries founded Gries Financial LLC in 1978 with the objective of providing investment management services that offered superior growth of clients' assets with a moderate level of risk. Located in Cleveland, Ohio, the firm manages assets for individuals and institutional clients, including pension and profit sharing plans, foundations, endowments and corporations. | Finance |
DH Logix LLC
DH Logix LLC Investment ManagersFinance Logix Investments LLC (Logix) is a registered wealth manager headquartered in Cleveland, Ohio. The firm was founded in 2017 and is a wholly-owned subsidiary of Gries Financial LLC. Formerly known as DH Logix LLC, Logix offers investment advisory services to institutions, individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
