KENTUCKY – January 16, 2020 – Today MCF announced the appointment of a new shareholder, Jeff Jennings. Jennings joined MCF in 2012. “[Jeff] is an outstanding professional and we are proud to partner with him on mission to serve clients,” said CEO, Dave Harris.
Jeff Jennings is a Certified Financial PlannerTM and Shareholder based in MCF’s Lexington office. Prior to joining MCF, Jeff worked for two of the big four national brokerage houses. He stress-tested retirement cash flow models for private clients and recommended appropriate risk strategies. He analyzed investment classes, market trends, and specific sector and industry strength. Prior to that, Jeff accessed and quantified risk for institutional clients in a legal capacity. Jeff graduated with a Juris Doctorate from the University of Kentucky College of Law and an undergraduate degree in economics.
Jeff is a member of the Bluegrass Estate Planning Council, American Bar Association, Trust, Taxation & Probate Sections of the Kentucky Bar, Thoroughbred Club of America, United States Tennis Association & Cave Run Sailing Association. Jeff serves on the board of UK’s Spindletop Hall and as a ruling elder for First Presbyterian Church in Lexington. Jeff spends free time on his farm in Scott County with his wife and daughters.
MCF is an investment management firm that serves clients through two divisions: Wealth Management (individuals, families and business owners) and Institutional (retirement plans - 401k, deferred compensation & defined benefit; endowments, health benefit trust and corporations). MCF is a Registered Investment Advisor with the Securities and Exchange Commission. MCF provides management and/or consulting services on almost $2 billion of assets. For the past five years, MCF was named to Financial Advisor Magazine’s Top Registered Investment Advisers list.
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