Jeff Rode
Partner / Sr. Wealth Advisor
- Role
- Managing Director Portfolio Manager at Ci Segall Bryant & Hamill
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeff Rode
Jeff Rode, CFA, is a Partner / Sr. Wealth Advisor. Jeff has over 20 years’ experience…
Experience
Managing Director Portfolio Manager
Oct 1998 — Present
Create custom investment portfolios of stocks and bonds to meet individual client needs in a tax efficient manner
Skills
- Securities
- Estate Planning
- Bonds
- Investment Advisory
- Asset Allocation
- Stocks
- Financial Advisory
- Finance
- High Net Worth Individuals
- Dividends
- Series 7
- Equities
- Investment Strategies
- Alternative Investments
- Investments
- Fixed Income
- Retirement Planning
- Fixed Income Portfolio Management
- Investment Management
- Wealth Management
- Portfolio Management
- Mlp
- Asset Management
- Trading
- Wealth Management Services
- Municipal Bonds
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