Jeff Baumgartner, CFA, JD
AREAS OF EXPERTISE
• Publicly-Registered Investments
• Non-Traded REITs
• Interval Funds
• 40 Act Funds
Jeff Baumgartner served FactRight as an alternative investment consultant for over three years prior to joining the team as Due Diligence Manager in April of 2021. In addition to being experienced at writing due-diligence reports which provide comprehensive, relevant, unbiased review of financial offerings including private closed-end 40 Act Funds, non-traded REITs, private equity funds, private placements, and debt structures, Jeff is intimately familiar with a variety of financial products.
Prior to joining FactRight, Jeff was Vice President of Finance at OppenheimerFunds where he was responsible for the accounting of 229 financial products totaling as much as $273 billion in assets. He managed 35 finance professionals and simultaneously headed up multiple departments including Net Asset Value Calculation, Board Reporting, Alternative Product Operations, Financial Reporting, and Securities Analysis.
Jeff has over 20 years of financial industry experience. He is skilled in developing systems, creating procedures and controls, and making strategic decisions. He has an extensive background in formulating and implementing strategic plans focused on accuracy and operational efficiency. He has been responsible for operations of over $10 billion in alternative investment structures including collateralized debt and loan obligations, commercial paper conduits, leveraged loan partnerships, and limited liability partnerships consisting of CDO equity.
Jeff is an analytical individual whose career focus has been on understanding complex and difficult-to account-for fixed income instruments. He has a deep passion for the advancement of ethical portfolio management.
- Juris Doctor, University of Denver-Sturm College of Law, Denver CO.
- Masters of Science in Finance, University of Colorado at Denver, Denver CO
- Bachelors of Science in Finance, Metropolitan State College of Denver, Denver, Co., Graduated Magna Cum Laude
- Chartered Financial Analyst
- Member – State Bar of Colorado
- Member – CFA Institute