Strategies for Wealth
Jeff Wertheim is an experienced financial advisor currently with Strategies for Wealth, a firm established in 1934, since June 2015. Prior roles include Director of Corporate Credit Sales at C&Co/PrinceRidge LLC from November 2009 to September 2012, Co-Founder and Portfolio Manager at Boone Capital Management LP from November 2004 to November 2008, and Portfolio Manager at Avery Partners LP from May 2003 to June 2004. Wertheim served as Managing Director at Bay Harbour Management LLC from September 1997 to March 2003, overseeing a $500 million distressed hedge fund. Earlier experience includes a position as Senior Consultant at McKinsey & Company from May 1989 to February 1991. Educational credentials include a BS in Computer Science and Economics from Duke University and an MBA in Finance & Investments from The George Washington University - School of Business.