Jeffrey Beamer is a 33-year
veteran of the trading/financial services industry and
is currently an Investment Manager with McElhenny
Sheffield Capital Management in Dallas Texas.
Prior to joining MSCM, Jeffrey
was the Founder and Managing Partner of Sigma Capital
Advisers LLC., a Registered Investment Advisor who
provided Individuals, Advisors and Institutions with
cutting edge investment management services.
Previously, Jeffrey was co-founder and Partner of
Lacerte Capital Partners L.P. and Lacerte Capital
Advisors LLC., a Registered Investment Advisor servicing
the Hedge Fund and Mutual Fund industry. Jeffrey
served as Portfolio Manager for their Onshore/Offshore
Hedge Fund as well as the Lacerte Guardian Fund (a
“40-Act Mutual Fund), served on the investment committee
and was Director of Trading and Research for the firm.
Jeffrey’s trading experience
began as a teenager in 1984 after he earned his first
securities licenses at the age of 19. In 1989
Jeffrey joined Fidelity Investments, the largest
privately held investment firm in the U.S. and
after 12 years with the firm, Jeffrey left Fidelity to
start his own firm, Sovereign Trading Group LLC, a
trading and consulting firm.
In 2002 Jeffrey began serving as
an instructor for the Options industry and has taught
thousands of professional and novice traders around the
world about the use of exchange traded options and still
teaches and lectures today.
Jeffrey has been featured in
numerous articles in the press including features on
CNBC.com, InvestmentNews.com, Dow Jones Newswire,
Euromoney Institutional Investor, Markets Media and has
been a featured guest on The Educated Investor on KRLD a
CBS Radio affiliate in Dallas, Texas.
He is an active member of the
Dallas Security Traders Association, the Market
Technicians Association, and the National Association of
Active Investment Managers (NAAIM)