Jeff Megar
Jeffrey Megar, CFA, brings over 20 years of investment management to Julex Capital where he serves as a Managing Director. A senior investment professional with extensive product marketing and portfolio management experience, Jeff offers a comprehensive understanding of capital markets, product placement, and portfolio analysis. He is also skilled in the areas of investment strategies and processes, market outlooks, strategic portfolio positioning and portfolio performance. Previously, Jeff had portfolio management oversight of a high yield bond mutual fund and institutional strategies at State Street Global Advisors where he was a Vice President and Senior Portfolio Manager.
Jeff Megar Professional Experience / Academic History
Professional Experience
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Managing Director
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Vice President, Senior Portfolio Manager
Academic History
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Master of Business Administration, Financial Management
At Fortis Investments, Jeff helped establish the firm's structured credit business, launching Fortis' inaugural Collateralized Loan Obligation (CLO).
He also established a comprehensive investment and credit review process and managed the firm's Leveraged Loan platform.
Before Fortis, Jeff held various credit positions at CypressTree Investment Management and Prospect Street Investments.
Jeff Megar's Accomplishments
Chartered Financial Analyst
Bachelor of Arts - Economics, Framingham State University
Master of Business Administration - Financial Management, Northeastern University
Jeff Megar's Other Work Experience
Senior Vice President of Investments, F-Squared Investments
Senior Portfolio Manager, Fortis Investment Management Co.
Managing Director, CypressTree Investment Management
Vice President/High Yield Bond Analyst, Prospect Street Investment Management