Jeffrey Beachell

Jeffrey Beachell is a Partner at Veritable, LP, based in Berwyn, Pennsylvania, United States.12 He is one of the founding partners of Veritable, with over 25 years of experience in the investment industry.1 Beachell serves on Veritable's executive committee, operating committee, and investment committee, and is the second longest tenured senior portfolio manager at the firm.1

At Veritable, Beachell leads a team of 6 professionals and advises a select group of ultra-high-net-worth families.12 He specializes in investment structure, with a focus on after-tax investment management.1

Career History

• Veritable, LP: Partner (March 2004 - Present)1
• Hawthorn: Senior Portfolio Manager & Manager, Operations (May 1997 - March 2004)1
• Stolper & Co.: Portfolio Manager, Fixed Income Portfolio Manager, & IT Director (September 1993 - May 1997)1

Education

• University of Oxford: History, Politics and Economics (1992)1
• Drexel University's LeBow College of Business: BSBA, Economics, Magna Cum Laude (1987 - 1993)1

Beachell is also involved in community work, particularly in connecting the Mantua community to high-quality technology resources and training, as well as community advocacy.1