Jeff brings over 30 years of industry experience to his role as financial advisor and branch director of the RBC Wealth Management office in Pasadena. He began his career in the financial services industry with Morgan Stanley in 1992, and worked in client facing and managerial roles at Bank of America/U.S. Trust and Wells Fargo Advisors, respectively. He joined RBC Wealth Management in 2019 and holds the designation of Senior Portfolio Manager-Portfolio Focus.
A graduate of the University of California Los Angeles, Jeff holds a Bachelor of Arts degree in political science. He is a lifetime Pasadena-area resident and is active in the community, having served on multiple nonprofit boards. He currently serves on the board of directors for the Boys and Girls Club of Pasadena. He also sits on the board for Education Through Music – Los Angeles, where he serves as treasurer.
Jeff resides in Altadena with his wife, Hilary. They have three adult children and are empty nesters, at least most of the time. Outside the office, Jeff is an avid tennis player and enjoys travel and sailing.
