Jeff Wilson

Portfolio Manager at Jensen Investment Management

Joined the firm in 2019. Jeff conducts fundamental research on potential companies as well as monitors portfolio companies. Jeff joined Jensen from Scharf Investments, LLC where he held the position of Senior Analyst. In that role, he provided equity research ideas and coverage as a generalist across both domestic and international markets in support of multiple global equity strategies. Before Scharf, Jeff was a Senior Analyst and Portfolio Manager at Freestone Capital Management supporting All-Cap and Small Cap equity strategies. Jeff started his career as an equity analyst at ICM Asset Management. He earned a BA in Accounting and Business Administration with a concentration in Finance from Gonzaga University. Jeff is a CFA charterholder and member of the CFA Society of Portland.

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  • Portfolio Manager

    January, 2023 - present

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