Jeffrey Edward Shiffra
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Profil
Mr. Jeffrey E.
Shiffra is Partner at Ironwood Investment Counsel LLC.
He has over 27 years of experience in investment management, estate planning and income tax planning.
He co-founded the firm in February 2001.
Mr. Shiffra began his career at Arthur Andersen, LLP, where he served as a manager in the Private Client Services Division.
While serving in that capacity, he gained considerable experience in sophisticated estate and income tax planning.
In 2000, he joined Bank of America as a senior portfolio manager in the Private Bank where he specialized in fixed income and equity management.
He is a member of CFA Institute, the Phoenix CFA Society and the American Institute of Certified Public Accountants.
He serves on the Board of Directors of the Greater Scottsdale Boys and Girls Clubs.
Mr. Shiffra received a Masters of Taxation degree from Arizona State University.
He also holds a Bachelor of Arts degree in Accounting from Michigan State University.
He was awarded the Certified Public Accountant designation in 1997 and the Chartered Financial Analyst designation in 2001.
Anciens postes connus de Jeffrey Edward Shiffra
Sociétés | Poste | Fin |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Fondateur | 01/01/2021 |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2000 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Formation de Jeffrey Edward Shiffra
Michigan State University | Undergraduate Degree |
Arizona State University | Masters Business Admin |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 3 |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |