Jeffrey van Fossen, CFA

Managing Director, Portfolio Manager

Jeff joined the firm after serving more than twenty years in the high net worth financial services industry. He has more than thirty years of investment management experience and has worked extensively with affluent individuals and families. Jeff served as a portfolio manager and founding member of the Cleveland Office of The Northern Trust Company, managing $500 million of high net worth client assets. Prior to this, he served as a portfolio manager in the Wealth Management Group at KeyCorp, where he managed over $750 million of assets for wealthy individuals and families.

Jeff began his career at Ameritrust Corporation (The Cleveland Trust Company) as a Trust Officer. Jeff also served as a portfolio manager and equity analyst for Packer & Company, a private asset management firm located in Perth, Australia, where he gained experience in Australian and Pacific Rim markets. He also has served as an analyst valuing privately held business concerns. Jeff earned Bachelor of Science degrees in Finance and Marketing from The University of Akron, as well as Juris Doctor and Master of Business Administration degrees from Case Western Reserve University. Jeff earned his Chartered Financial Analyst designation in 1998. Jeff is a member of the Chartered Financial Analyst Society and Chartered Financial Analysts Society of Cleveland. He has been admitted to the Ohio State Bar & Ohio State Bar Association, and is an Executive Board Member for the Great Trail Council of The Boy Scouts of America.

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