Simplify Asset Management
Jeff Stern's work experience includes:
- Senior Vice President - Investment Strategist at Simplify since August 2023. Simplify Asset Management is focused on providing advisors with options-based strategies tailored to investor needs and market behavior.
- Director of Business Development at GSR from an unspecified date in 2022 to an unspecified date in 2023. GSR Capital is a systematic asset manager offering various strategies in private fund structures for institutional investors.
- Institutional Team Lead - RIA, Family Office & UHNW at Coinbase from an unspecified date in 2021 to an unspecified date in 2022.
- Vice President - Private Bank at J.P. Morgan from an unspecified date in 2015 to an unspecified date in 2021. In this role, Jeff led an advisor team focused on high-net-worth individuals, family offices, endowments, and foundations, providing advice on asset allocation, brokerage trades, alternative investments, borrowing, and estate planning.
- Associate - Financial Institutions Group at PIMCO from an unspecified date in 2011 to an unspecified date in 2014.
- Analyst - Portfolio Analytics Group at BlackRock from an unspecified date in 2010 to an unspecified date in 2011.
Jeff Stern has a Master of Business Administration (MBA) degree from the UCLA Anderson School of Management. Jeff also holds a Bachelor of Arts (BA) degree in Economics from UCLA.
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Simplify Asset Management
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Simplify's options-based convexity strategies help advisors build better portfolios. By adding convexity to equity exposure via options, portfolio risk can be managed.