Jimmy Rehfeld

Senior Portfolio Manager

A dedicated student of investing and portfolio management since 2011, Jimmy Rehfeld employs a comprehensive approach that merges bottom-up securities selection with a top-down understanding of economic markets. He integrates technical, fundamental and narrative analysis, operating under the core belief that the markets are reality and everything else is wishful thinking when it comes to investment decision frameworks.

Jimmy holds a Bachelor of Science degree with a double major in economics & business and kinesiology from Westmont College. Before specializing in public market portfolio management at UBS and Morgan Stanley, he served as the Director of Due Diligence for a commercial real estate investment group. In that role, he guided private investment across various commercial real estate and private equity ventures. Beyond his professional pursuits, Jimmy maintains a keen interest in corporate financial structures alongside his passions for rock climbing, film and donating platelets at Children's Hospital Los Angeles.

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