Jeffrey Eberhardt in

Jeffrey Eberhardt

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Senior Vice President, Portfolio Manager at Regions Bank
📍 Greater Chicago Area, United States

Jeffrey is a top-performing financial services professional with extensive experience in investment management and fixed-income products. Educated at The University of Chicago Booth School of Business and LSE, he has a proven track record of generating significant revenue and managing large portfolios. Colleagues describe him as collaborative, dependable, and a fantastic mentor.

He is consistently ranked in the top 10% nationally among his peers for cross-selling revenue.

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Experience
12 Years
Current Role
Senior Vice President, Portfolio Manager
Location
Greater Chicago Area, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jeffrey cares about

Fixed-Income Strategy
A core specialty throughout his career, with a recommendation noting his knowledge of bond markets is "unparalleled".
Portfolio Management
Currently manages over $1. 7 billion in assets under management as a Senior Portfolio Manager, focusing on customized solutions for clients.
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Career

Work history

5-2024 - 10-2025
Senior Vice President, Portfolio Manager
Regions Bank
3-2018 - 12-2023
Senior Investment Advisor, Director
PNC
10-2014 - 10-2017
Senior Client Relationship Manager
Legal & General
6-2012 - 6-2014
Vice President
The Ansley Capital Group, LLC
2-2012
Vice President, Credit Solutions Group, ABS Investment Banking
Deutsche Bank
In the press

Media appearances

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Education
MBA
The University of Chicago Booth School of Business
BSc
The London School of Economics and Political Science
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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