Jeff Conway, CFA

Chief Investment Officer at PGIM Custom Harvest

Jeff Conway, CFA, CAIA is the Chief Investment Officer at PGIM Custom Harvest, a division of PGIM Investments.1 2 He joined PGIM Investments in December 2021 and was one of the founders of Green Harvest Asset Management in 2017, which was later acquired by PGIM.1 2

Professional Background

Conway has over 25 years of experience in the financial services industry.4 Prior to his current role, he held significant positions at major financial institutions:

Head of Equity and Commodity Derivative Structuring at UBS in New York, where he was responsible for derivative trading strategies and structured product development.1 2
Worked at Morgan Stanley in the Fixed Income Derivative Product Group.1 2

Education and Qualifications

Conway's educational background and professional qualifications include:

B.A. in Economics from the University of New Hampshire1 2
MBA from the MIT Sloan School of Management with a concentration in Financial Engineering1 2
Holds both CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) designations1 2

Current Role and Responsibilities

As the Chief Investment Officer at PGIM Custom Harvest, Conway is responsible for:

Overall investment strategy and portfolio management1 2
Developing tax-beneficial investment strategies using exchange-traded funds (ETFs)3
Overseeing separately managed accounts (SMAs) that aim to provide exposure aligned with client-selected benchmarks while generating tax alpha3

Conway's expertise in derivative trading strategies, structured product development, and financial engineering contributes to PGIM Custom Harvest's focus on providing customized exposure and significant tax benefits to clients.1 2 3