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This profile was last updated on 8/2/2017 and contains contributions from the  Zoominfo Community.

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Wrong Jeffrey Palmer?

Jeffrey H. Palmer

Senior Managing Partner

Gries Financial LLC

HQ Phone:  (216) 861-1148

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Gries Financial LLC

1801 E. 9Th Street Suite 1600

Cleveland, Ohio,44114

United States

Company Description

Gries Financial provides the highest level of conflict-free investment and wealth management counsel to a high net worth and institutional audience. As an independent, fee-based Registered Investment Advisor, Gries Financial has been managing client assets glo...more

Background Information

Employment History

Co-Portfolio Manager

Logix Industry Relative Yield Strategy


Portfolio Manager

Day Hagan Mutual Funds


Fund Administrator

Gemini Fund Services , LLC


Affiliations

Westshore Montessori School

Advisory Board


West Shore Unitarian Universalist Church

Board Member and Treasurer


Education

degree

computer science


Web References(19 Total References)


About Us

gries.com [cached]

Jeff Palmer
Managing Partner Jeff Palmer Managing Partner Jeff Palmer leads the firm's operations, technology and compliance functions and is a senior member of the firm's management committee. He is a key member of the firm's investment committee, more specifically, providing implementation oversight. He is also a Senior Partner of DH Logix, LLC. Jeff was a successful entrepreneur before joining Gries Financial in 1989, and served as a senior equity analyst and portfolio manager at the firm for several years. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science. Jeff is actively involved in local educational and community nonprofit boards.


Our Team

logixinvestment.com [cached]

Jeffrey H. Palmer, Co-Portfolio Manager
Jeff was a successful entrepreneur before joining Gries Financial in 1989, and served as an equity analyst and portfolio manager at the firm for several years. In addition, he is the Chief Compliance Officer for Logix. Jeff leverages his technology expertise to ensure that the research and data tools used in conjunction with the Logix model are optimal. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science. Jeff is actively involved in local educational and community nonprofit boards.


Differentiating the Goals of Institutional Clients

gries.com [cached]

by Jeff Palmer
About Jeff Palmer Jeff was a successful entrepreneur before joining Gries Financial in 1989, and has served as an equities analyst and portfolio manager at the firm for several years. Jeff leverages his technology expertise to ensure that the research, data, and reporting tools used within the firm are optimal. Jeff has a degree in computer science and is actively involved in local educational and community nonprofit boards including serving on the advisory board of Westshore Montessori School and as a board member & Treasurer of West Shore Unitarian Church. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements.


Day Hagan Mutual Funds | Jeffrey Palmer, Portfolio Manager

dhfunds.com [cached]

JEFFREY PALMER
Jeffrey Palmer JEFFREY PALMER PORTFOLIO MANAGER, SUBADVISOR FOR DAY HAGAN TACTICAL DIVIDEND FUND Jeff Palmer is Co-Portfolio Manager of Logix and sits on the Executive Committee of Gries Financial. He is also a member of the Gries Financial Investment Committee. Jeff was a successful entrepreneur before joining Gries Financial in 1989, and served as an equity analyst and portfolio manager at the firm for several years. In addition, he is Gries Financial's Chief Compliance Officer. Jeff leverages his technology expertise to ensure that the research and data tools used in conjunction with the Logix model are optimal. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science. Jeff is actively involved in local educational and community nonprofit boards. Jeffrey Palmer, Portfolio Manager Jeffrey Palmer Portfolio Manager


About Us

gries.com [cached]

Rob Herman - Ed Bell - Jeff Palmer - Sally Gries
Jeff Palmer Senior Managing Director / Chief Operating Officer; Portfolio Manager, Logix Jeff Palmer is Co-Portfolio Manager of Logix and sits on the Executive Committee of Gries Financial. He is also a member of the Gries Financial Investment Committee. Jeff was a successful entrepreneur before joining Gries Financial in 1989, and served as an equity analyst and portfolio manager at the firm for several years. In addition, he is Gries Financial's Chief Compliance Officer. Jeff leverages his technology expertise to ensure that the research and data tools used in conjunction with the Logix model are optimal. Jeff has completed the CIPM Principles exam in Global Investment Performance Measurements and has a degree in computer science. Jeff is actively involved in local educational and community nonprofit boards. .


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