Jeff Stock FSA MAAA

Go-getter
DISC Type : d

Founder Stock Alternatives LLC at Stock Alternatives LLC

Somers, Connecticut, United States

Overview

Jeff Stock is the Founder of Stock Alternatives, leveraging over 25 years of experience as an actuary (FSA, MAAA) to guide clients. Specializing in alternative assets like real estate and private credit, he focuses on quantitative, risk-managed investment philosophies to achieve tax-efficient returns. He earned his bachelors degree from the University of Connecticut.

Outside of finance, Jeff is a philanthropist, competitive marathon runner, and an avid tennis and pickleball player. He is also a passionate world traveler who has explored over 30 countries and enjoys strategy games.

An actuary by training, he shared in an interview his journey from being a skeptic to embracing how synchronicities and divine timing have shaped his life and investments.

Personality Overview

Vision Oriented

Decisive

Direct & Candid

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Alternative Investing
Focuses on private credit and real estate syndication, such as multifamily properties, as a way for investors to earn steady, high-yield returns outside the volatile stock market.
Intelligent Risk Management
Applies his extensive background as a certified actuary (FSA, MAAA) to create a quantitative, risk-managed investment philosophy for his clients' portfolios.
Tax-Efficient Wealth
Passionate about helping high-income business owners, executives, and retirees legally reduce taxes and deploy savings into investments that generate consistent cash flow.

Media Appearances

Jeff has no verified media appearances

Work History

7-2025
Founder Stock Alternatives LLC at Stock Alternatives LLC
7-2022 - 7-2025
Founder at Stock Senior Services
6-2022 - 7-2023
Chief Actuarial Officer at AXA Life & Health Reinsurance Solutions
5-2018 - 6-2022
Actuary at ConnectiCare
7-2017 - 1-2018
Consulting Actuary at BerryDunn — Assurance, Tax and Consulting

Education

8-1997 - 12-2020
Bachelor's degree from University of Connecticut
1997 - 2000
Bachelor of Science (BS) from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 24 Location : Somers, Connecticut, United States Job Level : Leadership Designation : Founder Stock Alternatives LLC at Stock Alternatives LLC
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jeff

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • Their decision making speed is somewhere in the middle.
  • Can Jeff take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jeff

Personality Compatibility


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