Jeff Berry

Jeff Berry is the current Managing Director at Lyell Wealth Management. Prior to this, they were with Atherton Lane Advisers, LLC from February 2010 to May 2016 as a Portfolio Manager. Jeff has also been with Rutberg & Company from October 2007 to January 2010 as a Managing Director and with SVB Alliant from October 2003 to October 2007 as Managing Director. Jeff started their career at Banc of America Securities in August 1985 and stayed there for 18 years, eventually becoming Managing Director. During their time there, they occupied various positions in Capital Markets, both in Banking and Trading. Jeff was also the Head of Equity Private Placements, Founder and Manager of an investment fund, and Head of Telecom Banking.

Jeff Berry has an MBA in Finance and Marketing from the University of Southern California - Marshall School of Business, a Bachelor's Degree in Theirtory from Santa Clara University, and a High School Diploma from Lowell High School.