Nick Jeffs

Nick Jeffs, CFA, serves as a Portfolio Management Associate and Investment Research Analyst at Stegner Investment Associates, Inc., an independent, employee-owned Registered Investment Advisor based in Louisville, KY. In his current role, he is responsible for conducting in-depth investment research, supporting portfolio management activities, and developing tailored strategies for a diverse client base, including high net-worth individuals and institutional investors. His work focuses on delivering unbiased analysis and supporting the firm's proprietary research process.

Nick’s sector exposure spans both traditional and alternative asset classes, with involvement in portfolio construction, manager due diligence, and asset allocation for operating, endowment, and foundation assets. He plays a key part in the firm's commitment to client-focused fiduciary advisory for retirement plans and non-profit entities, aligning investment objectives with risk management priorities.

Prior to his roles at Stegner—first as Research Associate and later as Investment Research Analyst—Nick worked as an Analyst at Public Services and Procurement Canada. He holds a Bachelor of Commerce in Finance and Financial Management Services from both Carleton University and the University of Louisville, and is a CFA charterholder, reflecting his strong expertise in financial analysis and portfolio management.