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 Agin