Jeff Sparling, CFA

An experienced institutional investment professional, Jeff works with defined benefit pension plans, including corporate, Taft-Hartley, and public plans, as well as endowments, foundations, insurance companies, and other institutional investors. His experience includes investment policy development, strategic asset allocation, portfolio construction, liability-driven investment strategies, risk management, and governance.

Previously as a Senior Investment Consultant at Vanguard, he worked with investment committees, boards, and institutional executives to develop and implement investment strategies. As a CFA^® charterholder with a foundation in actuarial science, he combines analytical experience with a practical approach to translating complex investment, liability, and capital market challenges into clear, actionable recommendations that support informed fiduciary decision-making.

Jeff earned his M.B.A. with Honors from the Wharton School at the University of Pennsylvania, an M.S. in Finance with Honors from Pennsylvania State University, and a B.A. in Mathematics from the University of Texas at Austin. He is also a Chartered Financial Analyst (CFA) charterholder.

Chartered Financial Analyst (CFA^®) charter is a designation given to those who have completed the CFA^® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.