Jeff Viksjo
Investment Committee Member at Ogorek Wealth Management LLC
Profile
Mr. Jeffrey H.
Viksjo, CFA, is an Investment Analyst at Ogorek Wealth Management LLC.
(OWM).
He is serving on OWM’s Investment Committee.
He assists in the management of portfolio software, maintenance of client portfolios and execution of investment trades.
He brings 15 years of experience in the financial services industry.
Mr. Viksjo started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction.
Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.
Mr. Viksjo earned his B.S.
in Finance/Economics at Canisius College, graduating summa cum laude.
He has held the Chartered Financial Analyst designation since 2010.
Jeff Viksjo active positions
| Companies | Position | Start |
|---|---|---|
Ogorek Wealth Management LLC
 Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Investment Committee Member | 2017-04-30 |
Former positions of Jeff Viksjo
| Companies | Position | End |
|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | 2010-07-30 |
Training of Jeff Viksjo
| Canisius College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Finance |
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