Background
Applegate, Jeffrey M. was born on April 21, 1950.
Applegate, Jeffrey M. was born on April 21, 1950.
Bachelor, American University, 1972. B Litt, Oxford University, 1974.
Senior investment advisor Lehman Brothers, Credit Suisse, Shearson Lehman, E.F. Hutton, Smith Barney, hockey club Wainwright, 1974—2004. Founder Jeffrey Applegate & Company. Executive vice president, chief investment officer Fiduciary Global Advisors, Franklin Templeton Investments, New York City, 2004—2007.
Chief investment officer Citi Global Wealth Management, since 2007.
Member of Chartered Financial Analyst Institute, New York Society Securities Analysts.
