• Teams Positions: Portfolio Manager / Investment Advisor Representative

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23 January

Boris Geyzer, CFA

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Boris joined JSF Financial immediately following college and has been a part of the portfolio management team ever since. Boris is primarily responsible for portfolio construction, implementation and research of investment strategies. He is a member of the investment committee and works closely with the financial planners on managing client portfolios.

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

When he isn’t making trades or analyzing the market, Boris enjoys spending time with his wife and kids, as well as traveling and reading. He is also a huge sports fan – and in addition to watching, he also plays hockey when he has time.

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

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.

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