Jeffrey Hill, CPA, CFP®️ in

Jeffrey Hill, CPA, CFP®️

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Director at Vigilant
📍 Llano, Texas, United States

Jeffrey is a highly strategic and analytical Chief Compliance Officer and consultant. A CPA and CFP holder from the University of North Dakota, he specializes in creating compliance programs for mutual funds, ETFs, and private equity firms. Colleagues describe him as a strategic leader with a calm demeanor, adept at evaluating risk.

Outside of his primary compliance roles, Jeffrey has a keen interest in entrepreneurship and recently completed a course on business building strategies. He is passionate about talent development and is also a Certified Financial Planner™️, indicating a strong focus on personal financial advisory and growth.

He has created and managed compliance programs for an extensive portfolio, including over 60 Mutual Funds and ETFs.

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Experience
33 Years
Current Role
Director
Job Level
Mid-senior
Location
Llano, Texas, 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

Investment Compliance
He has deep expertise in building and managing compliance programs for mutual funds, ETFs, investment advisers, and private equity.
Corporate Governance
As a Board of Directors Officer, he is skilled in corporate governance and compliance risk management.
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Career

Work history

2-2022
Director
Vigilant
8-2021 - 2-2022
Financial Services Consultant
Bates Group
11-2013 - 12-2020
VP, Chief Compliance Officer
USAA
9-2004 - 2-2013
AVP, Chief Compliance Officer of USAA Mutual Funds
USAA
9-2001 - 11-2013
AVP, Chief Compliance Officer of Investments Compliance
USAA
In the press

Media appearances

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Education
Bachelor's degree
University of North Dakota
Personal Financial Planning Capstone
The American College of Financial Services
Social presence
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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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