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Boris Gertsen, CFA

Boris Gertsen, CFA

Director of Portfolio Management at JSF Financial, LLC

Los Angeles, California

Experienced Director of Portfolio Management with a demonstrated history of working in the financial services industry.

My role is to directly oversee portfolio management department functions such as investment research, asset allocation and trading. I work closely with other members of the Portfolio Management Team and the CEO to set the overall strategic direction for JSF investment strategies. I divide my time among managing, designing and improving model portfolios, managing a proprietary JSF BB30 Defensive Equity strategy, and working with clients on addressing their needs with innovative, customized investment solutions.


Experience:

  • Director of Portfolio Management (JSF Financial, LLC)
  • Director of Trading (JSF Financial, LLC)
  • Investment Research Analyst (JSF Financial, LLC)

Skills:

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