Jeffrey Fortner, CFA
Portfolio Manager
Jeff Fortner joined Gould Asset Management in 2007. His responsibilities as a portfolio manager include internal performance reporting, regulatory compliance, and market and investment research, in addition to the ongoing management of client investment portfolios. Jeff focuses particularly on options strategies, as well as custom solutions for clients with concentrated stock positions. He began his career at Gould, after an internship during his junior and senior years of college.
Jeff holds a BA with majors in economics and mathematics from Pomona College, and is an MBA candidate at the UCLA Anderson School of Management. Jeff holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Los Angeles. Jeff is an outdoors enthusiast, in any season, and also likes to travel.