Jeff Little, CFA, CPA
Senior Vice President
Premium Strategies Group

Jeff Little has been involved in financial analysis and investment consulting since 1984. Formerly, he was Manager in the Memphis office of Arthur Andersen & Co. (AA&Co.). While with AA&Co., Jeff specialized in providing audit and consulting services to financial institutions and broker/dealers.

Jeff began his investment banking career as a member of the Portfolio Strategies Department. His duties included helping financial institutions meet their financial objectives by performing financial and investment analysis and formulating investment and loan portfolio earnings enhancement strategies. Additionally, he served as an instructor for training programs, as a speaker for industry seminars and author of several industry related articles for financial services magazines. Jeff has addressed audiences at nationwide conferences as well as regional meetings. He has provided editorial contributions and been published in many periodicals including:

- Bank Administration Magazine

- Bank Asset/Liability Management

- Bankers Monthly

- Mortgage Market Weekly

- Texas Banking

- Texas Independent Banking Magazine

Jeff and his wife Melanie reside in Memphis with their daughters, Lacey and Maggie. Jeff is a Chartered Financial Analyst, and a member of the Association for Investment Management and Research. This required passing three yearly in-depth examinations covering the areas of equity and fixed income securities analysis, portfolio management, economics, financial accounting, quantitative techniques and ethical and professional standards. He is also a Certified Public Accountant, and is a member of the American Institute and Tennessee Society of Certified Public Accountants. Jeff graduated from Mississippi State University where he earned a Bachelor of Professional Accountancy degree. He holds the National Association of Securities Dealers Series 3, 7, 24, 52 and 63 General Securities Representative and Principal licenses.

As a Senior Vice President and Manager of the Premium Strategies Group, Jeff now serves institutional clients nationwide, providing them superior service and assisting them in focusing on those products and strategies that fit their needs. His strong accounting and regulatory knowledge coupled with extensive computer based analytic capabilities and product knowledge are drawn upon daily to advise the group’s clients on investment strategies and regulatory implications.