Our People

 

Jeffrey Brothers

Jeffrey Brothers, CFA*
Director and Senior Portfolio Manager – Securitized

Mr. Brothers joined Bradford & Marzec, now part of Tortoise Credit Strategies, in 1994. He serves as a senior portfolio manager, head of structured products and is a member of the investment policy and strategy committee. Mr. Brothers has 30 years of investment industry experience, including 22 years with Bradford & Marzec.

Mr. Brothers develops and performs research and implements investment strategies for the mortgage-backed, asset-backed, commercial mortgage-backed, U.S. agency and treasury inflation-protected securities sectors of the market. During his tenure with Bradford & Marzec, he also managed the domestic trading desk, analyzed structured products and developed quantitative tools.

Prior to joining Bradford & Marzec, Mr. Brothers worked for Wilshire Associates as a member of the institutional fixed income services group. At Wilshire, his primary responsibilities included assisting fixed income clients with a variety of portfolio and security analysis including, performance attribution, benchmark risk comparisons, scenario analysis and cash flow projections. He also consulted to clients with regard to portfolio immunization, indexing and risk management. Mr. Brothers began his career at Merrill Lynch Capital Markets in the institutional fixed income sales department, specializing in marketing mortgage-backed, U.S. government and money market securities to institutional asset managers.

He earned a Bachelor of Arts degree in economics from the University of California at Los Angeles and Master of Business Administration degree with an emphasis in investments from the University of Southern California. He is a CFA® charterholder and a member of the Los Angeles Society of Financial Analysts.

*Equity owner in Tortoise
 

Firm Overview (At 11/30/2018)

 

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