Mr. Deal is an Associate Partner at The Townsend Group in Cleveland. Jeff’s role includes portfolio modeling and analytics, market research, due diligence, writing and reviewing investment recommendations, and supporting Townsend’s Fund of Funds team. He is also responsible for coverage of the open-ended funds universe, providing portfolio construction, investment research, due diligence and new fund underwriting, and investment recommendations to Townsend’s global client base.
Prior to joining The Townsend Group, Mr. Deal worked for the Compass Group of Wells Fargo Advisors, a high-net-worth wealth management firm in Pepper Pike, Ohio. His primary responsibilities included providing investment and product analysis, comprehensive market research, and client service to a multitude of individuals and institutions.
Mr. Deal is a CFA® charterholder and received his B.S.B.A. in Finance from John Carroll University’s Boler School of Business in May 2011. He holds FINRA Series 7 & 66 Securities Licenses.