Jeff Anderson

Jeff Anderson, CFA, currently serves as the Director of Portfolio Solutions at Axxcess Wealth Management since February 2024. Previously, Jeff held the position of Portfolio Manager at Presidio Capital Management from August 2021 to February 2023 and at The Ancora Group from May 2010 to March 2020, where contributions were made to the growth of assets under management in the flagship hedge fund, Merlin Partners. In addition, Jeff co-founded Regional Brands, Inc., providing risk management and investment strategies and overseeing the successful acquisition of BR Johnson LLC. As a Board Director and Executive Committee Member for Citizens First Financial Corp from May 2016 to July 2018, risk management and investment protection for hedge funds were key responsibilities. Prior roles included managing a micro-cap special situations portfolio at MILLENNIUM MANAGEMENT and serving as Co-Portfolio Manager in the Special Situations Group at Kellogg Capital Group, where portfolio assets increased significantly. Jeff graduated with an Honors Bachelor of Arts in Geography from Wilfrid Laurier University.