Jeff A. Canavan CFA®
Jeff Canavan, CFA®, joined the firm in 2025 as Director of Investments with over 20 years of experience in the investment industry. He leads efforts in investment due diligence, asset allocation, risk management, and market research. Jeff is dedicated to implementing thoughtful, research-driven strategies designed to support clients in achieving their long-term financial goals.
He graduated from the University of Pittsburgh with a Bachelor of Science degree in Business Administration. He has earned the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Washington, D.C.
Jeff and his wife, Kim, currently live in Annapolis, MD with their son, Dylan. In his free time, he enjoys sailing and spending time with friends and family.