Jeff Howard, CFA, CFP®
Principal & Atlanta COO

Jeff is the Chief Operating Officer in our Atlanta office and is a senior member of the client services team. Jeff has been a key contributor in the ongoing development of the company’s portfolio management practices. Prior to joining the Company, Jeff worked as an independent, fee-only, registered investment advisor and financial planner specializing in the creation of comprehensive financial plans and customized investment solutions.

Jeff received a Bachelor of Science in Management from the Georgia Institute of Technology and a Master of Science in Personal Financial Planning from Georgia State University. At Georgia State, he was selected as the Graduate Student of the Year in the Personal Financial Planning program.  He holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.  Jeff is also a CFA charterholder and a member of the Atlanta Society of Finance and Investment Professionals.