Jeffrey is a Senior Client Portfolio Manager at ClearBridge Investments. He joined the firm in 2008 and has 36 years of investment industry experience.
Jeffrey joined the firm as a Senior Investment Specialist and became a Client Portfolio Manager in 2018. Prior to joining ClearBridge, he was a Sales Director at Legg Mason; Regional Sales Director at both Putnam Investments and AIM Investments; Wholesaler at Franklin Templeton Investments; and a Financial Consultant at California Federal Bank/Invest Financial.
Jeffrey received an M.B.A. from Texas Tech University and a B.A. in psychology from California State University, Long Beach. He is also a CIMA® and CIMC® professional.
Experience
- 36 years of investment industry experience
- Joined the firm in 2008
- Legg Mason – Sales Director
- Putnam Investments – Regional Sales Director
- AIM Investments – Regional Sales Director
- Franklin Templeton Investments – Wholesaler
- California Federal Bank/Invest Financial – Financial Consultant
- M.B.A. from Texas Tech University
- B.A. in psychology from California State University, Long Beach
- CIMA®, CIMC®