Our team

Boris Gertsen, CFA

Director of Portfolio Management / Investment Advisor Representative

Boris, or Boris 1, as he is affectionately known at the office, joined JSF immediately following college and has been here ever since. He currently heads our Portfolio Management Team, where he works closely with the CIO and members of the department on investment ideas, allocation strategies and overseeing client accounts.

Boris is a CFA charterholder and holds a Bachelor’s degree in Finance from California State University, Northridge.

When he isn’t busy trading client accounts, Boris likes sports and staying fit through an active lifestyle. He also enjoys reading history books and biographies. However, his main focus and favorite hobby is spending time with his beautiful family – wife, daughter and son.

To earn the CFA charter, candidates must: 1) pass three sequential, six hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.
To learn more about the CFA charter, visit www.cfainstitute.org.

Check the background of our investment professionals on FINRA’s BrokerCheck https://brokercheck.finra.org.

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