J. Jeffrey Krumpelman, CFA®
Managing Director & Senior Portfolio Manager
Jeff is a managing director and senior portfolio manager, serving as a senior member of the RiverPoint investment team. He has over 25 years of experience in the financial services and investment management industry working in various capacities, including research analyst, investment strategist, senior portfolio manager and relationship manager. His experience includes fundamental, valuation and technical analysis, as well as investment strategy. As an integral member of the investment team, Jeff is responsible for contributing to the development and implementation of investment strategies, including asset allocation, portfolio construction and security selection. Jeff also works with individuals, families and institutional clients in managing their wealth.
Prior to joining RiverPoint, Jeff was a senior portfolio manager at U.S. Bank. Prior to that, Jeff also served as senior portfolio manager at Hilliard Lyons Capital Management. Before Hilliard, Jeff was senior portfolio manager at Fifth third Asset Management and lead manager on the Fifth Third Dividend Growth portfolio. Jeff has appeared on CNBC and Bloomberg.
Jeff received a bachelor’s degree in economics from DePauw University and obtained his master’s degree in management from the Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst® designation and is a member of the CFA society in Cincinnati.
In the community, Jeff is a member of the Finance Committee at Newtown United Methodist Church and at the Catholic Inter-city School Education Fund. He also is part of the mentoring program for students at Xavier University. As an avid runner through the years, Jeff has raised funds through racing events for the Leukemia Society, Alzheimer’s Association and the American Cancer Society.