Jeff Loeb
About Jeff Loeb
Jeff Loeb is an Associate in Capital & Partner Solutions at Vista Equity Partners, with a diverse background in finance and project management. He has held various roles at notable companies including Citi, Morningstar, and The Cranemere Group, and has academic credentials from The University of Texas at Austin and Georgetown University.
Current Role at Vista Equity Partners
Jeff Loeb serves as an Associate in the Capital & Partner Solutions team at Vista Equity Partners. He has been in this role since 2023, contributing to the firm's investment strategies and partner relations. His position involves analyzing market trends and supporting capital allocation decisions.
Previous Experience at Citi
Before joining Vista Equity Partners, Jeff Loeb worked at Citi as Vice President in Global Wealth Investments from 2021 to 2023. In this role, he focused on investment strategies and client management, leveraging his analytical skills to enhance client portfolios and drive business growth.
Professional Background in Financial Services
Jeff Loeb has a diverse background in financial services, having held multiple roles at Morningstar. He started as a Data Analyst from 2015 to 2016, then transitioned to Customer Success Manager from 2017 to 2019, and later worked as a Project Manager from 2016 to 2017. His experience at Morningstar provided him with a solid foundation in data analysis and client relations.
Educational Qualifications
Jeff Loeb holds a Master of Business Administration from Georgetown University McDonough School of Business. He also earned a Master of Arts in Government from The University of Texas at Austin, where he graduated with Special Honors. Additionally, he completed his Bachelor of Arts in Government and Chinese at the same institution.
Volunteer Experience with Peace Corps
Jeff Loeb served as a Peace Corps Volunteer in Sichuan, China, from 2009 to 2011. This experience allowed him to engage with local communities and develop cross-cultural communication skills, contributing to his personal and professional growth.