Jacques Perold

Jacques Perold

CEO, Chairman, and Co-founder

Jacques directs and manages the CapShift team. Prior to CapShift, he was president of Fidelity Management & Research Company, the investment advisor for Fidelity’s family of mutual funds, until his retirement in 2014. From 2001 to 2009, Jacques was a founder and president of Geode Capital Management, LLC, a sub-advisor to Fidelity. He currently serves as an independent director on the boards of Allstate Insurance and MSCI Inc, and as trustee of New York Life Insurance Company’s MainStay mutual funds. He also serves as a trustee of Partners in Health. Jacques is a graduate of the University of Cape Town in So. Africa, and was a senior fellow at the Advanced Leadership Initiative at Harvard University.

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Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC's charges and expenses. CapShift Advisors LLC's advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV, available at https://adviserinfo.sec.gov/.

Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors LLC is not registered.

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