Jeffrey Fulk

Jeffrey Fulk is the Managing Director of Investment Advisory at Alvarium. Jeffrey has over 15 years of experience in the financial industry.

Jeffrey started their career as a PGA Class A Golf Professional at the Trump National Golf Club in Washington D.C. In 2006, they transitioned into the financial industry, working as a Client Financial Manager at Accenture. Jeffrey then worked as a Portfolio Manager and Hedge Fund Analyst at Signet Capital Management Limited, before joining Guggenheim Partners as a Portfolio Manager in 2012. In 2015, they joined HighTower as a Managing Director.

At Alvarium, Jeffrey is responsible for overseeing the firm's investment advisory business. Jeffrey works with clients to develop investment strategies that meet their individual needs and goals.

Jeffrey Fulk received their MBA in finance from George Mason University - School of Business and their BS in management from Penn State University. Jeffrey is also certified from 162977 in Chartered Financial Analyst.

Their manager is Carlos Mejia, Partner, COO, Investment Advisory. They are on a team with Charlie Hamilton - Partner, Investment Advisory, Clara Bullrich - Partner, Investment Advisory, and Yousif Banayoti - Managing Director, Investment Advisory.