Jeff Beary

Vice President at ValueWorks

Jeff joined ValueWorks early 2011 to help build relationships with investment professionals. Jeff has roughly 20 years of financial markets experience, most of it spent building managed account programs, evaluating money managers and deepening relationships with investment advisors who use professional money managers.

Before partnering with ValueWorks, Jeff teamed up with a 40 year seasoned veteran from Third Avenue Value to build two managed money programs in the Southeast. One at National Bank of Commerce beginning in 1999 and the other at Sterne Agee & Leach beginning in 2007.

Jeff got his start in the investment management business in 1993 with then Dain Bosworth, now RBC Wealth Management, as an analyst in their managed money department performing manager searches, due diligence and manager comparisons. Over the course of seven years, Jeff wore many hats, including head of research and due diligence, and helping advisors convert their books from transaction based to fee based consulting practices.

Jeff received his bachelor’s degree in Economics and Statistics from the University of Minnesota. He resided in Thailand for two years doing volunteer work and is conversant in Thai.

Links

Timeline

  • Vice President

    2011 - present