Jeff Wund
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Jeff is responsible for operational aspects of Blue Water Advisors, and also for helping the firm execute on its strategic objectives.
He brings a unique skill set to BWA. Prior to joining the firm, he spent almost 11 years as Director of Operations and Chief Compliance Officer for Prosper Advisors, an independent SEC-registered firm in Westchester County. In this capacity, Jeff provided investment management and advisory services to clients, serving as a portfolio manager, member of Prosper’s Investment Committee, and performing research and due diligence on hedge fund and private equity managers. He also oversaw the operations of the firm, including client service, technology and regulatory compliance.
Jeff started his career as an advisor with American Express Financial Advisors. He earned his B.S. in Corporate Finance and Investment Management from the University of Alabama’s College of Business and Commerce. He graduated from Fox Lane High School in Bedford, NY.
Jeff lives in Westchester with his wife, two sons and a daughter.
He brings a unique skill set to BWA. Prior to joining the firm, he spent almost 11 years as Director of Operations and Chief Compliance Officer for Prosper Advisors, an independent SEC-registered firm in Westchester County. In this capacity, Jeff provided investment management and advisory services to clients, serving as a portfolio manager, member of Prosper’s Investment Committee, and performing research and due diligence on hedge fund and private equity managers. He also oversaw the operations of the firm, including client service, technology and regulatory compliance.
Jeff started his career as an advisor with American Express Financial Advisors. He earned his B.S. in Corporate Finance and Investment Management from the University of Alabama’s College of Business and Commerce. He graduated from Fox Lane High School in Bedford, NY.
Jeff lives in Westchester with his wife, two sons and a daughter.
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