Jeff Miller
Fondatore presso Courage Miller Partners LLC
Profilo
Mr. Jeffrey S.
Miller is a Managing Member at Courage Miller Partners LLC.
He is also a Co-founder of the firm.
He serves Families, Trusts, and business owners as their Financial Planner and Investment Portfolio Manager.
He is also a Retirement Plan Consultant serving as a Fiduciary to retirement plans across multiple industries including health care, legal services and construction.
In addition to ongoing retirement plan engagements, he serves as an independent consultant for many plan sponsors to provide an assessment of current plan design and structure and Fee Benchmarking to evaluate current costs for plans based on current service providers and plan format.
Prior to entering the Financial Services industry in 2007 with a Global Wealth Management and Investment Banking Firm, Mr. Miller worked in the finance organizations of IBM and the Duke University Health System.
He graduated from Virginia Tech where he received his Bachelor of Science degree, Cum Laude, in Biochemistry and his Master of Accountancy.
He has received his Accredited Wealth Management Advisor credential from the College for Financial Planning and his Accredited Investment Fiduciary (AI) Designation from the Center for Fiduciary Studies.
Posizioni attive di Jeff Miller
Società | Posizione | Inizio |
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Courage Miller Partners LLC
Courage Miller Partners LLC Investment ManagersFinance Courage Miller Partners LLC is an independent, SEC-registered investment advisor headquartered in Norfolk, Virginia. The firm was co-founded by Ralph Courage and Jeffrey Miller in 2008. Courage Miller Partners provides investment advisory services to individuals, high net worth individuals, charitable organizations, pensions and profit-sharing plans. | Fondatore | 08/08/2008 |
Precedenti posizioni note di Jeff Miller
Società | Posizione | Fine |
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Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Corporate Officer/Principal | - |
Formazione di Jeff Miller
Virginia Polytechnic Institute & State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Courage Miller Partners LLC
Courage Miller Partners LLC Investment ManagersFinance Courage Miller Partners LLC is an independent, SEC-registered investment advisor headquartered in Norfolk, Virginia. The firm was co-founded by Ralph Courage and Jeffrey Miller in 2008. Courage Miller Partners provides investment advisory services to individuals, high net worth individuals, charitable organizations, pensions and profit-sharing plans. | Finance |
Duke University Health System, Inc.
Duke University Health System, Inc. Medical/Nursing ServicesHealth Services Duke University Health System, Inc. engages in the provision of health care services. It offers cancer treatment, primary care, orthopedics, aesthetics, and fertility services. The company was founded in 1998 and is headquartered in Durham, NC. | Health Services |
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