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Jeff Bauer, CFA

Managing Director, Private Client Practice

Jeff Bauer is a Managing Director for the Private Client Practice at Cambridge Associates.

Jeff has over ten years of investment experience and has been with the firm since 2010. He specializes in working with families of significant wealth, building bespoke diversified portfolios designed to reflect each client’s unique objectives, protect their capital, and generate outperformance. Jeff advises clients on investment planning, strategic and tactical asset allocation, and manager selection across all asset classes. Additionally, Jeff sources and evaluates new and compelling investment opportunities for the firm’s clients.

Jeff has also authored papers and appeared in videos discussing the unique challenges faced by business owners and entrepreneurs when investing their capital. He frequently contributes to investment discussions within the firm and is a sought-after speaker for both internal and external conferences and events.

Jeff received his BA in Economics, summa cum laude, from Boston College. He is a CFA® charterholder and is an active member of the CFA Society of Boston.

Recently published insights by Jeff:
While Great Entrepreneurs Leap, Great Investors Plan

Our Latest Thinking

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