William W. Jennings, CFA, Ph.D.

William W. Jennings is 7258’s Director of Research. In this capacity, Dr. Jennings oversees all research conducted on our clients’ behalf and serves on the firm’s Investment Committee. He spearheads the firm’s innovative Objective Asset Allocation Process.

Dr. Jennings is a Professor of Finance and Investments in the Department of Management at the U.S. Air Force Academy. Dr. Jennings’s service work and applied interests focus on tax-exempt investment issues at charities and pensions. He serves the community via various investment committees with over $25 billion in pension and endowment funds at the Caring for Colorado Foundation, Air Force Aid Society, Falcon Foundation, USAFA Association of Graduates, Air Force Services pension, and the Alaska Retirement Management Board. In these capacities, he has both operational and oversight experience across a range of institutional investment management activities in both traditional and alternative investments.

His research interests focus on portfolio management. Recently, he has undertaken research on alternative investments, investment fees, portfolio rebalancing, and micro-cap stocks. He has also done significant research on portfolio management for taxable investors. His research has appeared in Journal of Wealth Management, Journal of Investing, and the Financial Analysts Journal; his book was published by J.K. Lasser tax guides.

Dr. Jennings is the principal finance educator—overseeing instruction to over 500 students per year—and a senior civilian management professor at the Air Force Academy. Professor Jennings previously worked as a private equity analyst and sports valuation analyst at Arthur Andersen & Co. He is a Chartered Financial Analyst charterholder. His doctorate is from the University of Michigan.  Dr. Jennings is an external consultant and provides services to 7258 Wealth Management and other clients via Jennings Investment Office, LLC.

Position: 
Director of Research
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3
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Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com