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Jeffrey Brown, Cfa Email & Phone Number

Director at Charles Schwab
Location: Seattle, Washington, United States 8 work roles 2 schools
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Current company
Charles Schwab
Role
Director
Location
Seattle, Washington, United States
Company size
20505 employees

Who is Jeffrey Brown, Cfa? Overview

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Quick answer

Jeffrey Brown, Cfa is listed as Director at Charles Schwab, a company with 20505 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey Brown, Cfa.

Jeffrey Brown, Cfa previously worked as Director - Client Portfolio Strategist at Charles Schwab and Director-Institutional Portfolio Manager at Parametric. Jeffrey Brown, Cfa holds Bachelor'S Degree, Finance, General from University Of Washington.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Jeffrey Brown, Cfa

Experienced investment professional with a strong background in wealth management specifically focused on family offices and multi-family offices. Strong finance professional with a CFA and a Bachelor's degree focused in Finance from University of Washington.

Current workplace

Jeffrey Brown, Cfa's current company

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Charles Schwab
Charles Schwab
Director
san francisco, california, united states
Website
schwab.com
Employees
20505
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8 roles · 34 years

Jeffrey Brown, Cfa work experience

A career timeline built from the work history available for this profile.

Director - Client Portfolio Strategist

Current
Charles Schwab
Nov 2022 - Present

Director-Institutional Portfolio Manager

Parametric

Greater Seattle Area

Feb 2011 - Nov 2022

Vice President, Senior Relationship Manager

Parametric
Jan 2003 - Feb 2011

Portfolio Manager

Laird Norton Trust Company
1998 - 2000 ~2 yrs

Analyst

Quadra Capital
1997 - 1998 ~1 yr

Analyst

Frank Russell
1992 - 1997 ~5 yrs

Various

Russell Investment Group
1992 - 1997 ~5 yrs
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

BA Blazy Aldana Blazy Aldana Colleague at Charles Schwab Los Angeles, California, United States, United States View → KS Kelly Simms Kelly Simms Colleague at Charles Schwab Wesley Chapel, Florida, United States, United States View → CF Chris Fioretti Chris Fioretti Colleague at Charles Schwab Lewisville, Texas, United States, United States View → MK Michael Kulaski Michael Kulaski Colleague at Charles Schwab Greater Phoenix Area, United States View → JG Jennifer Gibson Jennifer Gibson Colleague at Charles Schwab Denver Metropolitan Area, United States, United States View → SS Stephanie Smith Stephanie Smith Colleague at Charles Schwab Plano, Texas, United States, United States View → CR Corey Robertus Corey Robertus Colleague at Charles Schwab Denver, Colorado, United States, United States View → CH Caroline Helberg Caroline Helberg Colleague at Charles Schwab Littleton, Colorado, United States, United States View → MD Marcus Doesserich Marcus Doesserich Colleague at Charles Schwab Bethesda, Maryland, United States, United States View → AM Anne M. Wilkins, Mba, Cfp® Anne M. Wilkins, Mba, Cfp® Colleague at Charles Schwab New York City Metropolitan Area, United States View →
2 education records

Jeffrey Brown, Cfa education

FAQ

Frequently asked questions about Jeffrey Brown, Cfa

Quick answers generated from the profile data available on this page.

What company does Jeffrey Brown, Cfa work for?

Jeffrey Brown, Cfa works for Charles Schwab.

What is Jeffrey Brown, Cfa's role at Charles Schwab?

Jeffrey Brown, Cfa is listed as Director at Charles Schwab.

Where is Jeffrey Brown, Cfa based?

Jeffrey Brown, Cfa is based in Seattle, Washington, United States while working with Charles Schwab.

What companies has Jeffrey Brown, Cfa worked for?

Jeffrey Brown, Cfa has worked for Charles Schwab, Parametric, Parametric Portfolio Associates, Laird Norton Trust Company, and Quadra Capital.

Who are Jeffrey Brown, Cfa's colleagues at Charles Schwab?

Jeffrey Brown, Cfa's colleagues at Charles Schwab include Blazy Aldana, Kelly Simms, Chris Fioretti, Michael Kulaski, and Jennifer Gibson.

How can I contact Jeffrey Brown, Cfa?

You can use AeroLeads to view verified contact signals for Jeffrey Brown, Cfa at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Brown, Cfa attend?

Jeffrey Brown, Cfa holds Bachelor'S Degree, Finance, General from University Of Washington.

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