This conversation-starting self-evaluation will guide clients to examine their own beliefs and attitudes, opening the way for deeper advisor-client engagement on faith and finances. It can be helpful in conjunction with The Fruit of Confidently Delivering Biblical Financial Wisdom Study Group and Listening Guide.
Jeff Cave is the director of institutional markets for Eventide Asset Management. He is responsible for institutional sales and client service. Prior to joining Eventide in 2015, Mr. Cave was with Merrill Lynch for almost 23 years, most recently as Director, Ultra High Net Worth Wealth Management Specialist for the Private Banking & Investment Group at Merrill Lynch, based in New York City. Mr. Cave holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with the Wharton School at the University of Pennsylvania. He is a Certified Kingdom Advisor®, a member of the board of Kingdom Advisors, and a member of the board of managers of the Ron Blue Institute for Financial Planning. Jeff holds an MBA from the University of Minnesota and a BBA degree in Management and Marketing from Loyola University. He and his wife live in Pennsylvania and have two children.