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Jeff is a Co-Founder, President, and Chief Investment Officer of Garde Capital, Inc. Jeff’s interests in investments include indexing, technology, real estate, and optimizing after-tax returns through the tax code and estate and trust. Jeff has spent over 30 years in the investment industry.
Prior to co-founding Garde Capital, Jeff was Senior Vice President and Senior Portfolio Manager at UBS Financial Services. Predating his tenure at UBS, Jeff spent a decade between Drexel Burnham Lambert, and Solomon Smith Barney as a Senior Vice President.
Academic and educational experience includes teaching for graduate programs and the CFA program in portfolio theory, derivatives, and alternative investments. Jeff is a CFA Charterholder and past President of the CFA Society of Seattle.
Jeff is active in the Seattle start-up community and an angel investor.
Ideal clients are generally those having $10 million or more in assets and include business owners, c-suite executives, technology executives, and multi-generational wealth families.
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.