Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. He leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry.
Jeff is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. Jeff serves on the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College.