Joined Curi Capital
June 2017
Education
- BBA in Accounting, University of Notre Dame
- MBA, University of Chicago
Accreditations
- Chartered Financial Analyst®
- Certified Public Accountant®
Previous Experience
- IronBridge Capital Management, L.P., Equity Analyst
- Credit Suisse HOLT, Vice President
- PricewaterhouseCoopers LLP, Auditor
News & Insights featuring Jeff Jones
Bio
Jeff Jones is a Portfolio Manager for the Small Cap Core, SMID Cap Core and SMID Cap Focus equity strategies.
Jeff joined Curi Capital in 2017 following Curi Capital’s (previously RMB Capital) acquisition of IronBridge Capital Management.
Prior to joining Curi Capital, Jeff spent seven years at IronBridge Capital Management, L.P., which managed four primary equity strategies: US Small Cap, US SMID Cap, US Large Cap and Global. Jeff was the head of global healthcare sector analysis.
Before his time at IronBridge, Jeff served as a Vice President of Equities in the HOLT division of Credit Suisse Group. It was during this period, starting in 2003, that he was introduced to the lifecycle and economic return framework that serves as the foundation of Curi Capital’s investment philosophy today.
Jeff earned a BBA in Accounting from the University of Notre Dame and an MBA from the University of Chicago Booth School of Business. He is a CFA® Charterholder and a member of the CFA Society of North Carolina. Jeff is also a Certified Public Accountant (CPA).