Jeffrey Ingraham Cfa, Caia

Jeffrey Ingraham, CFA, CAIA, has had a successful career in the finance industry. Jeffrey initially worked at Citi, where they started as an Analyst in July 2004 and later became a Vice President in January 2006. Jeffrey stayed with Citi until August 2012. In June 2012, they joined Manning & Napier as a Vice President, Consultant Relations & Portfolio Strategist. Over time, they moved up to the role of Managing Director, Portfolio Strategies in September 2019, which they currently hold.

Jeffrey Ingraham, CFA, CAIA, obtained a Bachelor of Science (B.S.) degree in Finance and Economics from Rochester Institute of Technology, where they studied from 2002 to 2004. In addition to their undergraduate education, Jeffrey has also earned several certifications. In September 2004, they obtained the Series 63 and Series 7 certifications from the Financial Industry Regulatory Authority. Later, in August 2012, they obtained the Series 66 certification from the same institution. In 2014, Jeffrey became a Chartered Alternative Investment Analyst (CAIA) charterholder after completing the program offered by the CAIA Association. Additionally, in September 2014, they obtained the Series 3 certification from the National Futures Association. Most recently, in September 2015, Jeffrey obtained their Chartered Financial Analyst (CFA) charter from the CFA Institute.