Jeffrey G. Wilkins

Managing Director, Portfolio Management

  • Focus: Managing investment portfolios.
  • Education: Bachelor of Arts, The University of Arizona; Master of Business Administration, The Ross School of Business at The University of Michigan
  • Fun Fact: One of my life goals is to get barreled on a surfboard on a wave taller than me.

Jeff is passionate about people, numbers and business. With more than 15 years of active investment and business leadership experience, Jeff has directed the investment and management of a number of public asset classes, including high-yield bonds, energy-infrastructure, U.S. mid-cap and Japan stocks. Jeff also led research into alternative channels, like real estate and private-equity transactions.

He previously co-founded Group 90, a real estate development and investment platform, and co-founded and served as Chief Operating Officer for Mobius Microsystems, a producer of semiconductors. Jeff also previously worked as a portfolio manager in the corporate banking division for a regional commercial bank. Additionally, he has made investments in several private companies.

An Upper Arlington resident, Jeff holds an MBA with Distinction from The Ross School of Business at the University of Michigan and a bachelor’s degree magna cum laude from The University of Arizona.

I made my first investment in the 5th Grade.

In the 5th grade my computer teacher strongly “suggested” to me that I put some of my abundant and sometimes misapplied energy to work by starting a business that would rent out computer games to other students.

Right around this time, Nintendo had just become popular and Blockbuster was still a few years off. So I recruited some friends and we each brought in all of our own Nintendo games and what few dollars we had to launch our business. We spent our lunches renting video games to other students from a small closet outside the cafeteria.

The business grew fast enough that we had to buy more games to keep up with demand and eventually we made enough money to buy an expensive piece of computer equipment that we donated to the school.