Jeffrey Shiffra, CFA, CPA
14646 North Kierland Boulevard Suite 135
Scottsdale AZ 85254
Jeffrey has more than 27 years of experience in investment management, estate planning and income tax planning. He began his career at Arthur Andersen, LLP, where he served as a manager in the Private Client Services Division. While serving in that capacity, Jeffrey gained considerable experience in sophisticated estate and income tax planning. In 2000, Jeffrey joined Bank of America as a senior portfolio manager in the Private Bank where he specialized in fixed income and equity management. In 2001, Jeffrey left Bank of America to found Ironwood Investment Counsel.
Jeffrey received a Masters of Taxation degree from Arizona State University. He also holds a Bachelor of Arts degree in Accounting from Michigan State University. He was awarded the Certified Public Accountant designation in 1997 and the Chartered Financial Analyst designation in 2001. He is a member of CFA Institute, the Phoenix CFA Society and the American Institute of Certified Public Accountants (AICPA). He served on the Board of Directors of the Greater Scottsdale Boys and Girls Clubs from 2005 to 2015.