Jeffrey K. Yandle
Jeffrey K. Yandle
Mr. Yandle manages client assets with a focus on high net worth individuals, families and multi-generational trusts. He runs balanced, broadly diversified portfolios customized for each client and in accordance with the agreed-upon investment policy. Mr. Yandle’s managed equity portfolios are all-cap in nature and growth biased based on a combination of fundamental analysis and a proprietary quantitative modeling process. Most equity portfolios include a combination of domestic, developed international and emerging markets exposure. With a primarily Oregon based clientele, the fixed income portfolios Mr. Yandle constructs are primarily highly rated, Oregon based tax-exempt municipal bonds with short to immediate durations.
Prior to joining First Republic, Mr. Yandle served in a similar capacity as Senior Vice President and Senior Portfolio Manager for US Trust from 1997 to 2006. Before that, he was a Vice President and Senior Portfolio Manager for Wells Fargo from 1993 to 1997. Mr. Yandle’s previous experience also includes five years with the Institutional Investment Department of First Interstate Bank and three years on the bond trading desk as a registered representative at Black and Company, Inc. Mr. Yandle has over 29 years experience in the investment business.
An active member of the non-profit community, Mr. Yandle currently serves as past board President, and chair of the investment committee, for the Abbey Foundation of Oregon. He serves on the investment committees of the Archdiocese of Portland and the Maybelle Center for Community. He is currently a member of the Arlington Club in Portland. Past affiliations include the boards of Habitat for Humanity Portland/Metro East, LaSalle Education Foundation, Metropolitan Family Services and the Maybelle Center for Community in Portland.
Mr. Yandle received a Bachelor of Arts from University of Portland and did graduate level studies from the University of Notre Dame.
Wealth Management Experience: 29 Years
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