Jeff Buck

Medlem av Investeringskommittén på

Nicholas Hoffman & Co. LLC

Finance

Consumer Services

Profil

Mr. Jeffrey S.
Buck, CFA, is a Senior Investment Advisor at Nicholas Hoffman & Co. LLC.
He joined the firm in 2021.
His responsibilities include client account management and participation in developing the firm’s investment platform, primarily in private income.
He works with clients on investment strategy and allocation, strategic planning, and cash flow management.
He is a member of the firm’s Investment Management Committee.
He has over 30 years of financial market experience, providing manager selection, portfolio construction, and asset allocation in close collaboration with clients and client teams.
Prior to joining Nicholas Hoffman & Company, Mr. Buck was a Partner at Diversified Trust Company for 10 years, where he served as Director of Diversifiers and led the firm’s asset allocation effort.
Prior to that, he held senior investment positions at several firms, including as lead Portfolio Manager for the hedge fund of funds complex at Wilmington Trust Company and Chief Investment Officer at Homrich Berg in Atlanta.
He graduated from Syracuse University with a Bachelor of Arts in economics, is a Chartered Financial Analyst, and is a member of the CFA Institute and CFA Society Atlanta.

Aktiva positioner av Jeff Buck

Företag	Position	Start
Nicholas Hoffman & Co. LLC Nicholas Hoffman & Co. LLC Investment ManagersFinance NHCO primarily invests in ETFs, mutual funds, managed accounts, some common stock, and bonds. ETFs and mutual funds are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. Fixed income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio, or to add a component of capital preservation.	Medlem av Investeringskommittén	2021-09-01

Alla aktiva positioner av Jeff Buck

Tidigare kända positioner av Jeff Buck

Företag	Position	Slut
Diversified Trust Co. Diversified Trust Co. Investment ManagersFinance Diversified Trust manages portfolios with a goal-oriented approach to their exposures, risks, costs and expectations. The firm builds a client’s portfolio by selecting investment instruments (whether active or passive, liquid or illiquid) and combining them into a whole that will perform in both strong and weak economic environments.	Medlem av Investeringskommittén	2021-06-01

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Privata företag	3
Syracuse University Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Diversified Trust Co. Diversified Trust Co. Investment ManagersFinance Diversified Trust manages portfolios with a goal-oriented approach to their exposures, risks, costs and expectations. The firm builds a client’s portfolio by selecting investment instruments (whether active or passive, liquid or illiquid) and combining them into a whole that will perform in both strong and weak economic environments.	Finance
Nicholas Hoffman & Co. LLC Nicholas Hoffman & Co. LLC Investment ManagersFinance NHCO primarily invests in ETFs, mutual funds, managed accounts, some common stock, and bonds. ETFs and mutual funds are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. Fixed income investments may be used as a strategic investment, as an instrument to fulfill liquidity or income needs in a portfolio, or to add a component of capital preservation.	Finance