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
About Jeff Kuest
Traditional portfolios are built around stocks and bonds. I do the same—but I also…
Experience
Portfolio Manager & Lead Advisor
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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