Jeff founded Tide Cycle in 2024 after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff’s investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. His approach to portfolio management is rooted in stability, patience, and diversification, serving clients from millions to multi-billion-dollar portfolios. Jeff graduated with a BS in Mathematics from Northeastern University and earned a CFA® charter.
Currently, Jeff serves as a Board member of the Foundation for Seacoast Health, a member of the Dean’s Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School.
Back to all postsTide Cycle Resources (Tide Cycle) is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. A copy of Tide Cycle’s Forms ADV Part 2 and Form CRS are available without charge upon request. The opinions expressed are those of Tide Cycle. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. This should not be taken as specific investment advice. We recommend consulting an investment/tax professional before making financial decisions based on any information provided.
Not all posts are archived here. Please reach out if there are other topics that interest you.