Jeffrey Wallace, JD, CPA, CFP®
Jeff Wallace, JD, CPA, CFP® began work in the Office of Investments in 2009. He is responsible for operations as well as financial and performance reporting for endowment assets. He is also responsible for managing the endowment's publicly traded fixed income portfolio, as well as liquidity and cash management functions. Jeff serves as the Office's primary liaison on legal, compliance, risk management and audit matters. Additionally, he performs operational due diligence and tracks the financial and legal due diligence processes related to endowment fund investments.
Jeff received his BBA in Accounting from Baylor University and is a graduate of the Baylor School of Law. He started his career at Arthur Andersen & Co., Dallas and then spent 18 years working in the investment portfolio management and commercial lending channels in regional and community banks. Most recently, Jeff served as Chief Investment Officer and Trust Officer of a financial services holding company and community bank, as well as President of a financial advisory and wealth management subsidiary company.
Email: Jeff Wallace