Jeff Conway
Chief Investment Officer at PGIM Custom Harvest LLC
Profile
Mr. Jeffrey J.
Conway is a Chief Investment Officer at PGIM Custom Harvest LLC.
He has over 25 years of financial services experience – spanning portfolio management, derivative structuring and trading –and is responsible for the overall investment strategy and portfolio management.
He was Head of Equity and Commodity Derivative Structuring for UBS in New York, where he was responsible for derivative trading strategies and structured product development.
Before UBS, he worked at Morgan Stanley in the Fixed Income Derivative Product Group.
Mr. Conway holds an MBA from the MIT Sloan School of Management with a concentration in Financial Engineering, has a B.A.
in Economics from the University of New Hampshire, and has earned the Chartered Financial Analyst (CFA) and CAIA designations.
Jeff Conway active positions
Companies | Position | Start |
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PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Chief Investment Officer | 2019-04-30 |
Training of Jeff Conway
MIT Sloan School of Management | Masters Business Admin |
University of New Hampshire | Undergraduate Degree |
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Private companies | 1 |
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PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Finance |
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