Jeffrey Powell, Managing Partner
Jeff is the firm’s Managing Partner and Chief Investment Officer. He has over 28 years of experience in the financial services industry. He has extensive knowledge in macroeconomic trends, fundamental and technical evaluations of individual stocks, and is the designer of most of PWAG’s tactical portfolios. Prior to Polaris Wealth in 1998, Jeff worked for Franklin Funds, Smith Barney, and Merrill Lynch.
Jeff is still involved with the University of Oregon, mentoring MBA students and teaching a class or two when called upon. Jeff is often sought out by major news organizations, appearing on CNBC, Fox Business News, Bloomberg News, Yahoo Finance, Cheddar TV, and the TD Ameritrade TV Network. He is also often quoted in the Wall Street Journal, NBC Online, US World & News, and the Washington Post, among others. He serves on TD Ameritrade’s Presidents Council, an advisory board that works with senior management to find ways to improve the industry. Jeff also serves on two non-profit boards.
In his free time, Jeff enjoys spending time outdoors, SCUBA diving, traveling, and spending time with his wife and three children.