Jeffrey M. Holben, Managing Partner & Owner
As Co-Founder/Owner and Managing Partner of The Holben Group, Jeff provides financial planning, investment and wealth advisory services to clients and is the architect of the firm’s vision, strategy, and culture. He oversees the growth, profitability, and marketing of the business, is the firm’s Chief Compliance Officer and is also a member of the Investment Committee. Jeff’s experience includes high-level, corporate portfolio management experience and a broad range of complex financial analysis experience from private equity to mergers and acquisitions. He’s managed the finances of major companies with the same processes that he now applies on behalf of individuals here at The Holben Group: goal based investments with the over-riding objectives of capital preservation and principal enhancement.
Prior to founding The Holben Group, Jeff was the Chief Financial Officer of several companies where he was responsible for managing, planning and investing the companies’ cash reserves as well as accounting, human resources, IT, mergers and acquisitions.
Jeff graduated from the University of Denver with a Bachelor of Science in Business Administration and Finance and from the University of Notre Dame with a Masters of Business Administration where he earned High Honors.
When he’s not working, Jeff is a family man who enjoys spending time with his wife and two sons. He likes the outdoors, golf, reading and watching all levels of football and soccer.