Jeff Shafer CFP®, ChFC®
Co Founder and Chief Executive Officer
Prior to co-founding CommonGood Capital, Jeff Shafer served as a Managing Partner and member of the Executive Team at TriLinc Global, a leading retail-focused impact investing fund sponsor. At TriLinc, Jeff leveraged his relationships, experience and knowledge to help Broker Dealers, Registered Investment Advisors and family offices meet their clients' financial goals while also connecting their investment capital with their values and passions through Impact Investing.
Before joining TriLinc, Jeff spent nearly 19 years at CNL, a leading alternative investment asset manager that has formed or acquired companies with more than $34 billion in assets over its 44 year history. At CNL, Jeff served in multiple senior leadership roles, and in the role of President, Jeff led the strategic direction for capital raising and product development within CNL’s growing multi-product platform for eight years. During his time, Jeff and his team raised nearly $9 billion in capital, including $1.5 billion in 2014 alone, which represented CNL’s highest single-year capital raise in the previous 10 years.
Jeff began his financial industry career at Van Kampen American Capital, a division of Morgan Stanley Group.
Jeff graduated from Wheaton College with a Bachelor of Arts in Psychology and Biblical Studies. He also received a Master of Business Administration from the Crummer Graduate School of Business at Rollins College. In addition to his undergraduate and graduate degrees, Jeff holds the Certified Financial Planner and Chartered Financial Consultant designations, as well as FINRA Series 7, 24, 63 and 79 licenses.
Jeff serves on the board of overseers at the Crummer Graduate School of Business, the board of directors of The Geneva School and the advisory board of National Christian Foundation Orlando. He previously served on the board of directors for the Heart of Florida United Way.
Jeff and his wife of 20 years, Shelly, settled in Winter Park, Florida, where they love doing life together, whether around the dinner table, at the beach or traveling. When not with his wife and two teenage kids, Jeff enjoys reading non-fiction books, cycling, cheering on his beloved Oregon Ducks, and working on house projects.