…our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success!”
— Scott Welch
CIMA®, Senior Managing Director for Investment Research & Strategy, Fortigent, LLC
A dynamic and insightful speaker, Jeff Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry thought leader that guides domestic clients through the complex and ever-changing political and tax environment and helps international audiences understand US politics.
Jeff does more than 300 presentations yearly in the US and abroad to a client base that includes a who’s who list of fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. While best known as a keynote speaker, Jeff has shared the stage with many notables including former Tennessee Congressman Harold Ford, Jr.; Consuelo Mack, host of Wealth Track; Morgan Stanley Smith Barney Chief Investment Officer Jeffrey Applegate; Ron Insana, reporter for Market Score Board and former CNBC Senior Analyst.
Jeff is a 27-year veteran of the financial industry. During a 10-year career at Merrill Lynch he was responsible for providing, through 7500 financial advisors, creative investment strategies and effective risk mitigation approaches to private and corporate clients across the US. By the end of his career on Wall Street, he was managing a $50+ billion business. Before that, Jeff was the youngest managing partner in the 150-year history of The New England Financial, an investment and tax risk consulting firm. He began his career at Principal Financial Group, where he handled complex underwriting issues before moving into the areas of research and development.
Jeff holds a Bachelor of Science degree in Business Administration and Management with emphasis in accounting and philosophy from William Jewell College.
Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades. His real reward, however, comes from helping others reach their professional and personal goals.
Pennsylvania Supreme Court throws a curve ball at the 2018 mid-terms, determining existing districts were excessively drawn to favor GOP. State legislature has 3wks to redraw the map. These changes will be in effect for 2018 Mid-terms. New oppty for Dems. ow.ly/ETPh30hWQD7
Where the shutdown stands and how we got here: ow.ly/H9X730hVkhG As we advised in Sep, DACA is the fulcrum point for funding. If Senate approves a DACA deal, it doesn't mean the House will. This is why Dems want it attached to must pass legislation: ow.ly/zJEM30hVkug
One of POTUS's primary issues is trade. He pulled out of the TPP and is renegotiating NAFTA. But he has an opportunity to send a message to China right now- ow.ly/twZf30hSze2 China may call his bluff- ow.ly/s1eR30hSzgU