Jeffrey E. Horvitz
Vice Chairman, Moreland Management Company
Jeffrey E. Horvitz is Vice Chairman of Moreland Management Company, a single family investment office in Beverly, MA and Cleveland, OH established in 1987. He has done sourcing, due diligence, and execution of hundreds of fund investments in the US, Europe, and Asia for private equity, venture capital, real estate, and hedge funds. He also developed unique US and international low cost, tax-sensitive non-indexed passive stock portfolios with top decile performance for 10 and 20 years respectively.
He has published in the Financial Analyst Journal, Journal of Wealth Management, Journal of Investments, and Pensions & Investments, on topics such as tax deferral and tax loss harvesting, portfolio rebalancing, asset allocation, the estate tax, fiduciary duty law, and the art market. He co-authored the CFA Research Institute monograph, Investment Management for Private Taxable Investors.
He is well known in the art world for his extensive collection of French old master drawings and paintings for which he was awarded the Chevalier de l’Ordre des Arts et des Lettres by the French Ministry of Culture in 2012 and is an honorary trustee of the Boston Museum of Fine Arts. He has a B.A. and M.A. in sociology from University of Pennsylvania and an M.A. in psychology from U.C.L.A.
