Jeff Kuest

Portfolio Manager & Lead Advisor | Applying Engineering to Investing

Role
Portfolio Manager & Lead Advisor at Range Financial Group
Location
Portland, OR, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jeff Kuest

Traditional portfolios are built around stocks and bonds. I do the same—but I also…

Experience

  1. Portfolio Manager & Lead Advisor

    Range Financial Group

    Mar 2025 — Present · Portland, OR, US

    I use my engineering skills and analytical aptitude to:1. Build repeatable, rules-based investment strategies aimed at delivering superior risk-adjusted returns.2. Build financial roadmaps for clients so they can easily visualize what a retirement income that lasts a lifetime looks like.

Education

  • Washington State University

    BS

  • University of Washington, Michael G. Foster School of Business

    MBA

Skills

  • Strategic Financial Planning
  • Asset Allocation
  • Equity Research
  • Financial Analysis
  • Equities
  • Series 63
  • Financial Modeling
  • Analysis
  • Investments
  • Portfolio Management
  • Finance
  • Investment Strategies
  • Investment Management
  • Retirement Planning
  • Financial Services
  • Financial Planning
  • Financial Advisory

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Jeff Kuest — Portfolio Manager & Lead Advisor at Range Financial Group in Portland, OR, US | Unifers