Meet the professionals

Jeff was born in San Pedro, California. He received his Bachelor of Arts degree in economics from the University of California San Diego in 1979. Jeff began his career in the investment field as a municipal bond salesman and later became a municipal bond trader. In 1987, he became the manager of the West Coast municipal bond department of Drexel Burnham Lambert.

In 1989, Jeffrey joined Schroders PLC, a British investment bank, as head of their West Coast fixed income department. Schroders was subsequently bought by Citigroup and Jeff remained there as manager of the Westwood, California office until 2002, when he joined The Schwarz Group. In 2009, Jeff joined the rest of The Tailored Portfolio Management Group in moving to RBC Wealth Management.

Jeff is responsible for the fixed income investments of The Tailored Portfolio Management Group’s clients. He is also involved in equity research, along with marketing and managing client accounts.

Jeff was on the board of the California Public Securities Association. He also served as a president of the Los Angeles Municipal Bond Club and he is currently actively involved with Beverly Hills Rotary. Jeff and his wife, Laurie, have three children—Samantha, Madeleine and Zach.