Founder's Story

Jeffrey Kercorian, a very curious person by nature, entered the financial world after reading Liar's Poker by Michael Lewis in 1989. Growing up in Warren, Michigan—where conversations typically revolved around cars rather than stocks—he couldn't believe the book's Wall Street characters could be remotely real, and he didn't like those people at all. If they were indeed steering the finances of everyday investors, he believed he could make a positive impact by focusing on the impact to investors and not the investment firm, upholding ethics and integrity—a core principle that has driven his career.

Jeffrey Kercorian began his career at EF Hutton, specializing in pension and 401(k) plans. After earning a BA in Finance and a minor in Accounting, he expanded his expertise at Merrill Lynch. He later joined Fidelity, overseeing $1.8 billion in assets. Subsequently, he founded his own investment firm, secured a patent, and developed financial indices published on Bloomberg, Reuters, and Morningstar. With over 32 years of unblemished professional experience, Jeff holds multiple certifications.

In his personal life, Jeff enjoys playing the guitar, working on tube amplifiers, and hunting.