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Jeffrey Margolis

Jeffrey Margolis, CFA, founded Margolis Advisory Group after spending more than 25 years in the investment management industry focusing on sales, marketing, client service, and product management. A hallmark Jeffrey Margolisof Mr. Margolis’ career has been a strategic understanding of industry dynamics as well as a hands-on approach to management and leadership of the businesses and people under his responsibility. With this expertise, he assists investment organizations in designing effective distribution and marketing strategies, converting those strategies into complete business models through successful execution.

Mr. Margolis began his investment career with Continental Asset Management, a specialist in managing insurance portfolios, where he spent 11 years managing investment strategy, sales and client service. At the time of his departure, he was Chief Operating Officer. He later joined Morgan Stanley to build its insurance asset management business. During his nine years at Morgan Stanley, Mr. Margolis built and managed the insurance asset management business, the intermediary distribution business, and grew and managed the institutional business, for which he had global responsibility. In each of these businesses he had responsibility for distribution, marketing, and product management.

In 2004, Mr. Margolis was recruited by TIAA-CREF to grow its newly launched institutional investment management business. Subsequently, his role was expanded to lead business development across all distribution channels. During his tenure at TIAA-CREF, Mr. Margolis created and managed institutional sales, including a specialization in real estate with global distribution, defined contribution sales, client portfolio management, and wholesaling to affiliated platforms. In addition, he re-evaluated the sales effort to Registered Investment Advisors, and developed detailed multi-year plans to grow the entire asset management business.

Mr. Margolis earned a BA in Economics from Cornell University and an MBA in Finance and Accounting from Cornell’s Johnson School of Management. He holds both a CPA and CFA designation.