J. Jeffrey Assaf is a Senior Managing Director as well as the Chief Investment Officer and Investment Committee Chairman of ICG Advisors. In addition to setting the firm’s strategic direction and managing client relationships, Mr. Assaf supervises all portfolio construction and modeling. Prior to founding ICG in 2009, Mr. Assaf was a Senior Managing Director of Bear Stearns and Head of its Investment Consulting Group from 1996 to 2008. From 1988 to 1996, Mr. Assaf was a Senior Vice President at Oppenheimer & Co. where he founded the Oppenheimer Consulting Group. He is a graduate of University of California, Irvine (B.A., Psychology) and University of Southern California (M.B.A., Emphasis in Finance). Mr. Assaf is a Certified Investment Management Analyst (CIMA), a designation awarded by the Investment Management Consultants Association (IMCA) in conjunction with the Wharton School of the University of Pennsylvania. Mr. Assaf serves on the Boards of Directors for several non-profit organizations.
Introducing ‘Roadshows’, part of the iConnections new release of features for Q2.
