Mr. Oberg began his career in financial services after earning a BA in Biology from Colgate University, and an MBA from The Amos Tuck School at Dartmouth. Prior to joining Income Focus in April of 2017, Jeff was a vice president in the Investment Management Division of Goldman Sachs & Co. from 1999 through 2009, and a Managing Director at Windhaven Investment Management and Wellesley Investment Partners from 2009 to 2015. His experience includes advising clients on asset allocation, portfolio construction, manager selection, hedging/risk management strategies and estate planning.
Before joining Goldman Sachs, Jeff worked as a Managing Director for ING-Baring Furman Selz in Boston where he headed the Technology Investment Banking Group efforts on the East Coast. Earlier in his career he worked in the Corporate Finance and Lending groups at First Boston Corporation and Citibank.