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Efficiently Harnessing Market Returns for Investors.

Jeffery L. Lippens, CFA

Principal

Jeff has spent over 25 years in the investment industry. Past employers and positions include Salomon Smith Barney as Senior Vice President and UBS as Senior Vice President and Senior Portfolio Manager. He is a principal founder and currently President of Garde Capital, Inc.

jeff200pxw Jeff earned his undergraduate degree in finance and economics from the University of Washington and received his MBA from Columbia University and the University of California, Berkeley. His interests include teaching and he has been an adjunct instructor at Seattle University's Albers School of Business teaching Derivatives for the MSF program. He has also been an instructor for the CFA Program at Seattle University and has taught for the CFA program at Harvard University.

Jeff is a Past-President of the CFA Society of Seattle where he served on the board for six years. He also served on the board of Friends of the Children King County for 10 years, a high risk youth mentoring program in Seattle's central district and now serves on its advisory board.

Jeff is presently accepting new private client and ERISA relationships for clients with investment assets of $5 million or more. For more information please contact Ashley Previs at (206)-552-7905.

In his spare time, Jeff enjoys hiking, cycling, and adventure motorcycling. He currently lives in Medina, Washington with his wife and two daughters.