Jeffrey Viksjo, CFA, CFP® is a Portfolio Manager at Ogorek Wealth Management LLC, serving on OWM’s Investment Committee, out of our Buffalo New York office. He helps guide investment strategy, meets with clients to discuss the markets and account performance, and directs the execution of investment trades. Jeff is also a frequent contributor to OWM’s investment blog and video commentaries. He also serves on the Board of Directors for Amherst Girls Softball.
“When it comes to investment management, the goal isn’t just to have more money, it’s to have enough money. Enough money to do everything you want in retirement. And that all starts with a plan.” – Jeff Viksjo
Jeff brings over 15 years of experience in the financial services industry. Jeff started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction. Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.
Jeff earned his B.S. in Finance/Economics at Canisius College, graduating summa cum laude. He has held the Chartered Financial Analyst (CFA) designation since 2010.