May 01, 2010
…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.
As we've advised followers since March, it's imperative citizens prepare themselves for the challenges in executing the 2020 election. ow.ly/NZuh50BuQIx ow.ly/dgEN50BuQIw ow.ly/V3H050BuQIz ow.ly/zwEz50BuQIr ow.ly/kGwv50BuQIl ow.ly/vRws50BuQIk
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US travel warnings on China travel ratchets up already strained relationship ow.ly/FhTp50Bru8U Round 4 talks still going nowhere, but Pelosi plays another card ow.ly/KwvF50Bru8T ow.ly/XPGx50Bru91 Congress isn't listening to Fed ow.ly/qtqH50Bru93
POTUS signs new Exec Order re prescription drug pricing ow.ly/9WtI50BqA6I Biden's Latino voter problem ow.ly/pCJS50BqA6w Some Dems worried about Pelosi's delay strategy ow.ly/8dx450BqA6G ow.ly/Axh950BqA6E Most voters have decided ow.ly/MuuP50BqA6D