Jean has been working with high-net-worth individuals, family offices, and institutions for nearly 15 years. His area of expertise is managing portfolios by carefully assessing risk in a constantly evolving market environment.
He began his career on Wall Street in 2004 as a Sales Associate with GunnAllen Financial and was quickly promoted to a Financial Advisor in 2005. In response to that decade’s financial crisis, he developed a trading strategy with built-in risk management parameters that sought to protect a portfolio’s downside while maximizing returns in favorable markets.
In 2010, he began managing individual equity portfolios using the strategy he developed. In addition, he advises clients on private equity, real estate, and initial public offerings. Jean graduated from the University of California at Santa Barbara with a dual major in philosophy and global studies.