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Jeff Pietsch
Portfolio Manager-Equities at Heritage Capital Advisors LLC (Colorado)
Profile
Mr. Jeffrey G.
Pietsch, CFA MBA, is a Director Global Investment Strategy at Heritage Capital Advisors LLC (Colorado).
In addition to heading Global Investment Strategy at Heritage, he is Managing Director of Capital Advisors 360, LLC (CA360).
Prior to forming CA360, he managed his own private investment fund and authored a popular financial education newsletter.
Mr. Pietsch is a recognized writer and sought-after guest speaker on the topics of active portfolio management and quantitative trading system development and analysis.
In addition to his practice at CA360, Mr. Pietsch also consults and serves as a sub-advisor to other RIAs, sharing his institutional investment insights and approaches.
Mr. Pietsch has been a Chartered Financial Analyst charter holder since 2003.
He also holds an MBA in finance from Northwestern University’s Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University.
Jeff Pietsch active positions
Companies | Position | Start |
---|---|---|
Heritage Capital Advisors LLC (Colorado)
![]() Heritage Capital Advisors LLC (Colorado) Investment ManagersFinance Heritage Capital Advisors LLC (HCR) is an independent registered investment advisor and wealth management firm headquartered in Arvada, Colorado. The firm was founded by David D. Moenning in 2013. HCR provides customized, portfolio management services to financial professionals. | Portfolio Manager-Equities | - |
Former positions of Jeff Pietsch
Companies | Position | End |
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Typenex Medical LLC
![]() Typenex Medical LLC Medical DistributorsDistribution Services Typenex Medical LLC manufactures and markets blood transfusion safety products. The firm's products include blood banks which include blood bads, barcode plus, checkdigit, original and finalcheck, and nursing administration which include alert bands, allergy, fall risk and latex allergy. The company was founded in 2003 and is headquartered in Chicago, IL. | President | - |
Experiences
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Private companies | 2 |
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Typenex Medical LLC
![]() Typenex Medical LLC Medical DistributorsDistribution Services Typenex Medical LLC manufactures and markets blood transfusion safety products. The firm's products include blood banks which include blood bads, barcode plus, checkdigit, original and finalcheck, and nursing administration which include alert bands, allergy, fall risk and latex allergy. The company was founded in 2003 and is headquartered in Chicago, IL. | Distribution Services |
Heritage Capital Advisors LLC (Colorado)
![]() Heritage Capital Advisors LLC (Colorado) Investment ManagersFinance Heritage Capital Advisors LLC (HCR) is an independent registered investment advisor and wealth management firm headquartered in Arvada, Colorado. The firm was founded by David D. Moenning in 2013. HCR provides customized, portfolio management services to financial professionals. | Finance |
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