Goelzer Investment Management
Jeffrey J. Borgert, CAIA, currently serves as an Institutional Investment Advisor at Goelzer Investment Management, specializing in comprehensive investment consulting solutions for institutional investors, including endowments, foundations, and not-for-profit organizations. Prior to this role, Jeffrey held the position of Senior Vice President/Investments at Stifel Financial Corp., where financial advising was focused on high-net-worth family offices and not-for-profit institutions. Jeffrey began their career as an Investment Analyst at John Hancock Investments and also contributed as an Assistant Coach for football at Bishop Chatard High School. Jeffrey J. Borgert earned a Bachelor of Science in Marketing and Distribution from Indiana University - Kelley School of Business and a Master of Business Administration from Ball State University - Miller College of Business.
Goelzer Investment Management
With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.