Jeff Pietsch CFA

Director Global Investment Strategy

Jeff Pietsch CFA

Jeff Pietsch is the Director of Global Investment Strategy at Heritage Capital Advisors, LLC in Denver, Colorado.4 6 He has held this position since January 2021.1

Mr. Pietsch is also the Managing Director of Eastsound Capital Advisors, LLC dba Capital Advisors 360, a registered investment advisor he founded in 2011 that provides advisory, sub-advisory, signal, and institutional investment consulting services.1 2

Some key facts about Jeff Pietsch:

He has been a Chartered Financial Analyst (CFA) charterholder since 20031 2 3
Holds an MBA in finance from Northwestern University's Kellogg School of Management and a JD from Northwestern University School of Law1 2 3
Has a BSc from Cornell University1 2
Previously served as President and Chief Investment Officer at CONCERT Wealth Management from 2013-20171
Worked as a Fund Manager at Maple Park Capital, LP from 2006-20091
Has over 30 years of experience in finance, marketing, operations, trading, real estate, and consulting1 2

Mr. Pietsch is a recognized writer and speaker on active portfolio management and quantitative trading systems.2 He consults and serves as a sub-advisor to other RIAs in addition to his work at Capital Advisors 360.2

His LinkedIn username is jpietsch.5

Highlights

Oct 27 · capitaladvisors360.com

Introducing Jeff Pietsch - Capital Advisors 360

Experience

Director Global Investment Strategy at Heritage Capital Advisors, LLC (January 2021 - Present)

- Managing Director at Eastsound Capital Advisors, LLC dba Capital Advisors 360 (December 2011 - Present) - President & Chief Investment Officer at CONCERT Wealth Management, Inc. (October 2013 - February 2017) - Investment Committee Consultant at Purcell Advisory Services, LLC (May 2012 - August 2013) - Fund Manager at Maple Park Capital, LP (October 2006 - December 2009) - President & CEO at Typenex Medical, LLC (January 2004 - September 2006) - Senior Financial Analyst at Chicago Venture Partners (August 2002 - December 2003) - Principal at RE2 - Market & Economic Advisors (January 1997 - December 1998) - Chief Operations Officer at Attractions Hawaii (January 1995 - December 1996) - Manager at KPMG Peat Marwick (August 1990 - December 1994)

Education

- MBA in Finance, Strategy, Marketing from Northwestern University - Kellogg School of Management (1998 - 2002) - JD in Commercial Law from Northwestern University Pritzker School of Law (1998 - 2002) - B.Sc. in Hospitality/ Real Estate Finance from Cornell University (1986 - 1990)