Profile
Mr. Jeffrey H.
Palmer is an Executive Director at Gries Financial LLC and a Portfolio Manager at Logix Investments LLC.
He leads the firm’s operations, technology and compliance functions and is a senior member of the firm’s management committee.
He is a key member of the firm’s investment committee, more specifically, providing implementation oversight.
He was a successful entrepreneur before joining Gries Financial in 1989, and served as a senior equity analyst and portfolio manager at the firm.
He has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science.
Jeff Palmer active positions
| Companies | Position | Start |
|---|---|---|
DH Logix LLC
DH Logix LLC Investment ManagersFinance Logix employs the DH Logix Smart Value Strategy, which seeks to invest primarily in equity securities of undervalued, dividend-paying companies. The strategy uses yield as an effective, objective valuation metric in making buy, sell, and hold decisions over an industry market cycle. | Portfolio Manager-Equities | - |
Former positions of Jeff Palmer
| Companies | Position | End |
|---|---|---|
Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes. | President | 01/07/2025 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Gries Financial LLC
Gries Financial LLC Investment ManagersFinance Gries Financial Partners develops a tailored investment strategy for each client designed specifically to address the client directed trade-off between risk and return. The firm seeks to maximize the risk-return equation in order to reach the client’s return goals with low volatility and downside protection through diverse asset allocation and diligent investment manager selection within asset classes. | Finance |
DH Logix LLC
DH Logix LLC Investment ManagersFinance Logix employs the DH Logix Smart Value Strategy, which seeks to invest primarily in equity securities of undervalued, dividend-paying companies. The strategy uses yield as an effective, objective valuation metric in making buy, sell, and hold decisions over an industry market cycle. | Finance |
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