Virtualizing the Family Office Investment Function With Jeffrey Croteau and Kate Dumas
Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting.
With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the…
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