Jeffrey J. Borgert
CAIA

Jeff Borgert serves as an Institutional Senior Consultant at Goelzer Investment Management. Jeff joined the firm in 2017 and has nearly 30 years of financial advisory and investment consulting experience.

Jeff serves as a member of the board of directors for Retirement Living Inc. (Marquette Manor).

Prior to joining Goelzer Investment Management, Jeff was a Senior Vice President with the Knall/Cohen/Pence Group at Stifel Nicolaus. He worked as a Senior Investment Consultant servicing both institutional clients as well as high-net-worth families with assets totaling more than $1 billion. His investment consulting responsibilities included developing and implementing comprehensive portfolio strategies, business development, and client education. He began his financial career in 1997 as an Investment Adviser at John Hancock Mutual Life Insurance Company.

Jeff received his Master of Business Administration (MBA) from Ball State University. He earned his Bachelor of Science in Marketing & Distribution from the Kelley School of Business at Indiana University at Indianapolis. He holds the Chartered Alternative Investment Analyst (CAIA) designation.