Jeff Cave

Senior Vice President of Strategic Partnerships

Division

OneAscent Financial

Department

Leadership, Business Development

Location

Philadelphia, PA

Jeff Cave joined OneAscent as Senior Vice President of Strategic Partnerships. In this newly created role, Jeff works alongside financial advisors and firms across the country to help them move toward their Preferred Future, evaluating their businesses, identifying growth opportunities, and exploring how OneAscent’s platform and values-aligned investment solutions can support their next stage of impact.

Jeff brings more than 25 years of leadership experience in the wealth and asset management industry. Most recently, he served in several roles at Eventide Asset Management, helping the firm grow distribution and assets. Before Eventide, he spent over 20 years at Merrill Lynch, most recently as Director, Ultra High Net Worth Wealth Management Specialist for the Private Banking & Investment Group in New York City, and also served in SMA operations, marketing, and advisor training. He founded and led the Christian Focus Group at Merrill Lynch, a nationwide network of more than 1,600 advisors integrating Christian principles of finance with client service.

Jeff holds the Certified Investment Management Analyst (CIMA®) certification and is a Certified Kingdom Advisor (CKA®). He serves on the Board of Directors for Kingdom Advisors and has served on the Board of Managers for the Ron Blue Institute for Financial Planning.

Jeff holds an MBA from the University of Minnesota and a BBA from Loyola University. He and his wife live in Pennsylvania.