Jeff Curtis, CFA

Jeff Curtis, CFA, is a Senior Principal at Cerity Partners OCIO, located in Austin, Texas. He has been with Cerity Partners since May 2024, where he co-heads the Private Capital division. His role involves overseeing investment strategies and operations within the firm's outsourced chief investment officer (OCIO) services.13

Professional Background

Before joining Cerity Partners, Jeff Curtis served as Managing Director and Co-Head of Private Markets Investing at Agility Outsourced Chief Investment Officer for 14 years, from June 2010 to May 2024. His earlier experience includes positions as an investment banking analyst at UBS Investment Bank and Westlake Securities, focusing on energy and general investment banking.123

Education and Credentials

Jeff holds a Master's degree in Accounting and completed the Business Honors Program at The University of Texas at Austin from 2003 to 2008. He is also a Chartered Financial Analyst (CFA), which signifies his expertise in financial analysis and investment management.13

Summary

In summary, Jeff Curtis is a seasoned finance professional with extensive experience in private markets and investment management, currently leading initiatives at Cerity Partners OCIO.