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Jeff has over 30 years in the investment industry and understands the architecture and art of building and protecting meaningful portfolios and the factors that go into complex strategies.
Prior to Co-founding Garde Capital, Inc., Jeff was Senior Vice President and Senior Portfolio Manager at UBS Financial Services. Pre-dating his tenure at UBS, Jeff spent a decade between Drexel Burnham Lambert and Smith Barney as a Senior Vice President.
Jeff is passionate about capital markets and investments academically and practically. Textbooks and theories are great for developing frameworks and ways to consider things, but practical knowledge and the reality of how markets and investments function are the reality of how money is made. He’s been an adjunct instructor teaching derivatives, portfolio theory, and alternative investments for both the CFA program and Seattle University’s Masters in Financial Engineering program.
Jeff is Past-President of the Chartered Financial Analyst (CFA) Society of Seattle where he also served on the CFA board of directors for six years.
Jeff is active in the Seattle start-up community and an active angel investor.
For over 20 years, Jeff has been a dedicated supporter of Friends of the Children King County, a not-for-profit mentoring program for at risk youth in Seattle’s central district. Previously serving on the board of directors for over 10 years.
An avid outdoor enthusiast, Jeff spends his free time hiking, skiing, cycling and adventure motorcycling throughout North America. He lives on Mercer Island, Washington with his wife, Olivia, and their three daughters.