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Jeff Young

Jeff Young

Chief Investment Officer at Cannon Financial Strategists, Inc.

Bishop, GA , United States

About

Jeff Young is the Chief Investment Officer at Cannon Financial Strategists, Inc., based in Bishop, GA, where he leads the firm’s investment strategy, portfolio management, and performance oversight for both individual and institutional clients. His primary responsibilities include asset allocation, risk management, and directing the investment advisory process across a diverse client base, including retirement plans, trusts, and charitable organizations.

Throughout his career with Cannon Financial Strategists, Jeff Young served as President and Investment Advisor prior to his current CIO role, providing him with deep experience in strategic planning and investment management. He specializes in the analysis and allocation of mutual funds, ETFs, equities, and fixed income investments, focusing on broad diversification, disciplined rebalancing, and evidence-based portfolio construction aligned with Modern Portfolio Theory.

Jeff holds a Bachelor of Science in Communication Science and Rhetorical Studies from the University of Wisconsin-Madison. He is recognized for his leadership in developing risk-controlled investment strategies and guiding Cannon Financial Strategists’ approach to meeting fiduciary standards for retirement and institutional clients, overseeing portfolios totaling more than $1.4 billion in assets under management.

Career History

OrganizationRoleDate RangeDetails
Cannon Financial Strategists, Inc.Chief Investment OfficerAug 2020 to Present
Cannon Financial Strategists, Inc.PresidentJan 2010 to Aug 2020
Cannon Financial Strategists, Inc.Investment AdvisorJan 2003 to Jan 2010
ThinkingAheadManagerJan 2000 to Jan 2003
Bell Oaks Executive SearchManagerJan 1997 to Jan 2000
Best BuyGeneral ManagerJan 1994 to Jan 1997
AirTouchManagerJan 1992 to Jan 1994

Education

University of Wisconsin-Madison

Bachelor of Science (B.S.), Communication Science and Rhetorical Studies

1985 1989

Skills & Expertise

Retirement Planning
Retirement Savings Plans
401(k) Retirement Savings Plans
Portfolio Management
Investment Management
401k Retirement Savings Plans
401 Retirement Savings Plans

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