Jeff.Kutz@ArborStoneFinancial.com
Jeff has spent his entire career helping his clients achieve their financial goals. He leads the firm’s investment committee overseeing research and manager due diligence. Jeff has extensive experience in fundamental equity analysis, portfolio management, and asset allocation. He also works with clients to help them preserve their legacy, maintain their lifestyle, and support the causes and institutions they care about.
Jeff started his career as an Advisor with IDS which was later acquired by American Express and eventually became Ameriprise Financial. Jeff received his bachelor’s degree from the University of Michigan, is a Chartered Financial Analyst, an active member of the Boston CFA Society, and a CERTIFIED FINANCIAL PLANNER™.