Jeffrey Beamer is a 33-year veteran of the trading/financial services industry. He most recently served as a trader, portfolio manager and Registered Investment Advisor Representative with McElhenny Sheffield Capital Management in Dallas, Texas.
Jeffrey was the Founder and Managing Partner of Sigma Capital Advisers LLC. At Sigma Capital, Jeffrey provided cutting edge investment management services to individuals, advisors and institutions.
Prior to starting Sigma Capital, Jeffrey was Co-Founder and Partner of Lacerte Capital Partners L.P. and Lacerte Capital Advisors LLC. At Lacerte, he serviced the hedge fund and mutual fund industry. Jeffrey was a portfolio manager for their onshore/offshore hedge fund and the Lacerte Guardian Fund (a “40-Act Mutual Fund). He also sat on the firm’s investment committee was its Director of Trading and Research.
Jeffrey earned his first securities licenses at age 19. In 1989, he joined Fidelity Investments, the largest privately held investment firm in the U.S. After 12 years with the firm, Jeffrey left Fidelity to start his own firm, Sovereign Trading Group LLC, a trading and consulting firm.
Jeffrey has been featured in numerous articles, including features on CNBC.com, InvestmentNews.com, Dow Jones Newswire, Euromoney Institutional Investor and Markets Media. Has also been a featured guest on The Educated Investor on KRLD a CBS Radio affiliate in Dallas, Texas.