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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cannon Financial Strategists, Inc. | Chief Investment Officer | Aug 2020 to Present | — |
| Cannon Financial Strategists, Inc. | President | Jan 2010 to Aug 2020 | — |
| Cannon Financial Strategists, Inc. | Investment Advisor | Jan 2003 to Jan 2010 | — |
| ThinkingAhead | Manager | Jan 2000 to Jan 2003 | — |
| Bell Oaks Executive Search | Manager | Jan 1997 to Jan 2000 | — |
| Best Buy | General Manager | Jan 1994 to Jan 1997 | — |
| AirTouch | Manager | Jan 1992 to Jan 1994 | — |
Education
University of Wisconsin-Madison
Bachelor of Science (B.S.), Communication Science and Rhetorical Studies
1985 — 1989
Skills & Expertise
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