Jeff A. Tudor, CRPS®
Achiever – Learner – Responsibility – Relator – Arranger
Jeff works at The Joseph Group Capital Management as a Client Advisor. He has a passion for helping clients obtain their goals and instilling in them the confidence to achieve their dreams.
To Jeff, the Joseph Group value that means the most is ‘integrity’ – “A literal definition of Integrity “Adherence to moral and ethical principles, soundness of moral character; honesty” is not only how I want to conduct myself with the advice I provide a client for their dreams and ambitions, but how I want to conduct myself with friends, family, and acquaintances.”
Jeff received a Bachelor of Arts in Economics from The Ohio State University. He also completed his MBA in Finance from Ashland University. Prior to working with The Joseph Group, Jeff had been directly advising clients on their investments and financial planning solutions at Morgan Stanley and JP Morgan. Jeff’s 20+ years of experience in financial planning and investment management began as an Investment Management Analyst at Morgan Stanley Wealth Management where he was responsible for manager research, investment performance measurement, and capital markets studies. Jeff had the high distinction in being awarded the Investment Management Analyst of the Year Award for his work on Capital Markets studies which helped form tactical asset allocation decisions. Jeff has also earned the designation of Chartered Retirement Plan Specialist (CRPS®) through the College for Financial Planning.
In Jeff’s free time he enjoys spending time with his family, water sports, traveling, golfing, and cheering for the Buckeyes. When not doing all of these activities he enjoys working in his backyard, spending time at Lake Erie, and cooking dinner for his wife and daughter. He hopes to someday learn more about website design and dreams of obtaining a boat captain’s license.