Jeff Parker

Jeff Parker, CFP®, is a partner at Corient, one of the largest integrated fee-only registered investment advisers in the United States. They have significant experience in wealth management, having previously served as VP and Senior Portfolio Manager at KeyBank Wealth Management and as Principal and Portfolio Manager at EverTrust Asset Management. Jeff also held the role of VP and Director of Investments at BMO Private Bank before co-managing the Seattle office at Bristlecone Advisors, where they focused on high net-worth families and non-profit clients. They served on the Board of Directors for Associates of Cultural Exchange from 2010 to 2019 and earned a BA from Willamette University.