Jeff Stern
About Jeff Stern
Jeff Stern is a Senior Vice President and Investment Strategist at Simplify, where he focuses on creating tailored portfolio outcomes using options-based strategies. He has extensive experience in advising on diverse asset classes, including digital assets and commodities, and previously held positions at J.P. Morgan, Coinbase, GSR, BlackRock, and PIMCO.
Current Role at Simplify
Jeff Stern serves as the Senior Vice President and Investment Strategist at Simplify, a position he has held since 2023. In this role, he focuses on creating tailored portfolio outcomes by leveraging options-based strategies. His work addresses real-world investor needs, particularly in the context of evolving financial landscapes.
Previous Experience at J.P. Morgan
Prior to his current role, Jeff Stern worked at J.P. Morgan as Vice President in the Private Bank from 2015 to 2021. During his six years in the Orange County, California area, he developed expertise in wealth management and investment strategies tailored for high-net-worth clients.
Experience at Coinbase and GSR
Jeff Stern was the Institutional Team Lead for RIA, Family Office, and UHNW clients at Coinbase from 2021 to 2022, where he focused on institutional investment strategies in digital assets. He then transitioned to GSR as Director of Business Development from 2022 to 2023, further enhancing his experience in the digital asset space.
Educational Background
Jeff Stern studied at UCLA, where he earned a Bachelor of Arts in Economics. He later attended the UCLA Anderson School of Management, achieving a Master of Business Administration (MBA). His educational background provides a strong foundation for his expertise in finance and investment strategies.
Expertise in Investment Strategies
Jeff Stern has extensive experience advising and investing across diverse asset classes, including digital assets and commodities. His passion lies in the future of financial advice, particularly as it relates to fintech and the integration of digital assets into investment portfolios.