Jeff Pietsch, CFA is a Registered Investment Adviser Representative in the States of Washington, California, Colorado, Michigan, Massachusetts, Louisiana and Texas, who has worked in the active and alternative investment industry since 2001. He is the founder and Managing Director of Capital Advisors 360, LLC (CA360). Prior to forming the firm, he managed his own private investment fund and authored a popular financial education newsletter.
Mr. Pietsch is a recognized writer and sought after guest speaker on the topics of active portfolio management and quantitative trading system development and analysis. In addition to his advisory practice, Mr. Pietsch also consults and serves as a sub-advisor to other RIAs, sharing his investment insights and approaches.
Mr. Pietsch has been a Chartered Financial Analyst charterholder since 2003. He also holds an MBA in finance from Northwestern University’s Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University. His full CV is available here at LinkedIn.
The firm’s personal money management objectives focus on: 1) reducing account volatility so that equity may compound; 2) true diversification that holds up during “black swan” events; and, 3) having a tactical understanding of the investing environment to allow bull market participation while side-stepping cyclical risks to the greatest extent possible. Jeff’s philosophy is that only through these means can generational wealth be built and maintained. Jeff believes that working together with the other investment professionals at CA360 leveraging diversified approaches and added insights serves to improve the client experience.
