Jess DeGabriele, CFA®, CRPS®

Partner | Financial Advisor | Investment Committee Chair

As the firm’s lead investment strategist, Jess oversees research and portfolio analysis for the firm’s retirement plan clients, and he builds model portfolios for individuals and families. He chairs the LHD Retirement investment committee, which meets regularly to discuss the potential impact of macro and micro economic trends on client portfolios. Jess is also responsible for reviewing retirement plan clients’ investment offerings to ensure all clients are fulfilling their fiduciary duty to measure and monitor plan investments.

Jess also works directly with plan sponsors, investment clients and financial planning clients. He is deeply passionate and finds great joy in digging deep into the details that drive results.

Prior to joining LHD Retirement, Jess was a portfolio manager at Cardinal Capital Management where he led the firm’s international development and emerging markets equity research efforts. He was also responsible for building client portfolios, conducting investment reviews and executing trade orders.

Jess has a bachelor’s degree in English language and literature from Ball State University. He holds the Chartered Financial Analyst (CFA) and Chartered Retirement Plans Specialist (CRPS®) designations.

In his free time, Jess loves spending time with his wife, Kaycee, and their son, Charlie. The three enjoy exploring Indianapolis, experiencing nature and being with their two Weimaraners, Juno and Diamond.