Jeffrey Mindlin serves as Cetera Investment Management’s Executive Director and Chief Investment Officer. In this capacity, Mr. Mindlin is responsible for the portfolio management team and its efforts, including portfolio selection, trading, proprietary money management and product development. He helps oversee the investment committee and their commitment to delivering thought leadership on the economy, financial markets and investment strategies, as well as implementation and practice recommendations for advisors.
He served as Chief Investment Officer at First Allied Asset Management, which integrated into Cetera Investment Management in 2015. Prior to joining First Allied, Mr. Mindlin was the Director of Research and Co-Portfolio Manager of Greenbook Investment Management, Inc., where he was instrumental in the design of sophisticated, proprietary investment strategies. Before that, he worked as the Assistant Portfolio Manager and Senior Financial Engineer for Pinnacle Investment Advisors, LLC, which operated a hedge fund and a series of managed accounts for institutional and high-net-worth clients, and sub-advised a publicly traded mutual fund. Previously, Mr. Mindlin was the Manager of Financial Engineering at Camelback Research, leading the development of several successful institutional-grade quantitative products, including the popular MSN Money StockScouter system.
Mr. Mindlin also earned the Chartered Financial Analyst® (CFA) designation. He obtained bachelor’s degrees in economics and in finance from the College of Business Honor’s Program at Arizona State University, where he also received the prestigious Moore Award.
Note: Cetera Investment Management LLC is a registered investment adviser owned by Cetera Financial Group®. It provides investment research, portfolio and model management, and investment advice to its affiliated broker-dealers, dually-registered broker-dealers and registered investment advisers.
Cetera Investment Management LLC individuals who provide investment management and advisory services are not associated persons with any broker/dealer.