Jeff has over 30 years of investment banking and management experience. Prior to co-founding Lyell Wealth Management, Jeff was a Portfolio Manager, shareholder and member of the Investment Committee at Atherton Lane Advisers. Prior to Atherton Lane, Jeff was a Managing Director at Bank of America Securities, SVB Alliant and Rutberg & Co. His experience spans M&A, private equity, communications and technology banking, as well as debt capital markets.
Jeff holds an MBA from the University of Southern California and a BA in History from Santa Clara University, where he played baseball.
Jeff is active in non-profit organizations. He is currently President of Lutheran Care for the Aging which provides needy elderly renters with financial assistance, as well as a Board member for Redeemer School-Redwood City. He is a former Trustee of Menlo School and Trinity School-Menlo Park.
Jeff and his wife, Becky, live in Atherton and are relieved to have survived college and weddings for their four daughters. Their financial focus has shifted from tuition and weddings to grandchildren.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
