Jeffrey Viksjo, CFA is an Investment Analyst at Ogorek Wealth Management LLC, serving on OWM’s Investment Committee. He assists in the management of portfolio software, maintenance of client portfolios and execution of investment trades. Jeff is also a frequent contributor to OWM’s investment blog.
Jeff brings 12 years of experience in the financial services industry. Jeff started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction. Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.
Jeff earned his B.S. in Finance/Economics at Canisius College, graduating summa cum laude. He has held the Chartered Financial Analyst (CFA) designation since 2010.