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Jeff Mortimer
Director/Board Member at
APEIRON CAPITAL INVESTMENT CORP.
Profile
Mr. Jeffrey M.
Mortimer, CFA MBA, is a Founding Partner, Chief Investment Officer & President at Elyxium Wealth LLC and an Independent Director at Apeiron Capital Investment Corp.
He is on the Board of Directors at Apeiron Capital Investment Corp.
He is responsible for setting policy in all investment areas, including assessing the economic outlook, setting capital market assumptions, determining strategic and tactical asset allocation positioning within client portfolios, and evaluating selection criteria for all managers used in client portfolios.
Before joining Elyxium, he was the director of investment strategy at Bank of New York Mellon Wealth Management.
In that role, he established the economic outlook and asset allocation policies for the firm’s $250 billion in assets under management.
Previously, he spent 13 years at Charles Schwab Investment Management in increasingly substantial roles that culminated in his position as chief investment officer, responsible for $240 billion in client and shareholder assets.
He holds an undergraduate degree from Babson College and an MBA from the University of Chicago (Booth) School of Business.
He is a CFA charter holder.
He is a member of the Investment Board at Babson College.
Jeff Mortimer active positions
| Companies | Position | Start |
|---|---|---|
| APEIRON CAPITAL INVESTMENT CORP. | Director/Board Member | 2021-10-31 |
Former positions of Jeff Mortimer
| Companies | Position | End |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Equities | 2022-06-30 |
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Portfolio Manager-Equities | 2022-06-30 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Chief Investment Officer | 2010-06-30 |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Corporate Officer/Principal | 1997-09-29 |
Higgins Associates, Inc.
 Higgins Associates, Inc. Investment ManagersFinance Provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk | Chief Investment Officer | 1987-09-29 |
Training of Jeff Mortimer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
87
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Higgins Associates, Inc.
Higgins Associates, Inc. Investment ManagersFinance Provides investment counsel, portfolio management, asset allocation, manager searches and portfolio risk | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Apeiron Capital Investment Corp.
 Apeiron Capital Investment Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
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