Jeffrey Eberhardt in

Jeffrey Eberhardt

Go-getter · DISC type d
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.

Read the full overview →
Experience
12 Years
Current Role
Senior Vice President, Portfolio Manager
Location
Greater Chicago Area, United States
Personality Overview

How Jeffrey shows up

Decisive
Challenger
Vision Oriented

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

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.
+4 more topics Login to view topics
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

No media yetWe could not find public media appearances for this person.
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)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Regions Bank Employees

Explore more public profiles from related professionals.

Chris Cooper
Chris Cooper
Portfolio Manager
Regions Bank
SN
Stephen Nivet
Executive Vice President
Regions Bank
 John Turner
John Turner
Chairman, President & Chief Executive Officer
Regions Bank
JV
Jerry Vest
NW AR President
Regions Bank

More profiles

Discover additional public profiles from our index.

WR
wayne resmini
Owner
Resmini Law Associates
 R. Jason Resmini, Esq.
R. Jason Resmini, Esq.
Partner
Law Offices of Ronald J. Resmini, LTD.
 Pallati Tejasri
Pallati Tejasri
Software engineer II
JPMorganChase
 Shivangi Agarwal, ACC-ICF
Shivangi Agarwal, ACC-ICF
Manager, Talent Management
LSEG (London Stock Exchange Group)
Unlock the full playbookSee exactly how to sell to Jeffrey. Free, 10 seconds.