Jeff started investing in public companies in 1990. He spent nearly 30 years in financial advisory & financial education and held the CFP, CLU, CIMA, and CAP designations. He also earned an MBA from Cornell University.

Pam holds a degree in Mathematics from UCLA and is a Certified Public Accountant. She began her career at Deloitte and has 27 years of experience in accounting & finance, the last 17 of which have been at startups.