Boris
Gertsen, CFA

Boris, or Boris 1, as he is affectionately known at the office, joined JSF immediately following college and has been here ever since. He currently heads our Portfolio Management Team, where he works closely with the CIO and members of the department on investment ideas, allocation strategies and overseeing client accounts. Boris is a CFA […]

Boris
Geyzer, CFA

Boris joined JSF Financial immediately following college and has been a part of the portfolio management team ever since. Boris is primarily responsible for portfolio construction, implementation and research of investment strategies. He is a member of the investment committee and works closely with the financial planners on managing client portfolios. Boris is a CFA […]

Nicholas
Gutierrez

Nick joined JSF in 2022 as an Investment Operations Analyst. As part of our Portfolio Management group, Nick focuses his time on research and provides support in building portfolios and assembling client proposals. Nick enjoys exploring and implementing new technology within the firm to improve processes and efficiency. He also utilizes existing data to analyze […]

Pedro
Mota

Pedro joined our Portfolio Management team in 2024. Pedro helps to oversee daily management of accounts as well as investing or raising cash for our clients. He also supports the rest of the firm by preparing trade recommendations and proposals for client meetings. Pedro loves how dynamic each day can be and being able to […]