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Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®

Manager

Jeffrey J. Meyers, Jr. (Jeff) serves as Director of Private Markets, leading the firm’s efforts in sourcing, evaluating, and securing access to top-tier private market investment opportunities. In this role, Jeff focuses on identifying best-in-class managers across private equity, venture capital, private credit, and real assets, ensuring that clients benefit from superior investment opportunities tailored to their unique needs. He conducts in-depth due diligence, negotiates fund terms, and provides comprehensive analysis of private market trends to support informed decision-making.

Jeff earned his bachelor’s degree in Financial Management from Hillsdale College and is a CFA® Charterholder. His prior experience includes roles in portfolio management, private equity, and investment research.

Outside of work, Jeff enjoys spending time with his wife, daughter, and son. He also serves on the Development Board for Cardinal Glennon Children’s Hospital.