Jeffrey K. Yandle
Jeffrey K. Yandle
Jeffrey K. Yandle is a Senior Managing Director and Wealth Manager at First Republic Investment Management. He is also a Regional Manager for the Portland team.
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. 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 been recognized as a Top Wealth Advisor in Oregon by Forbes1 as well as by Barron’s.2
An active member of the nonprofit community, Mr. Yandle currently serves on the board of directors for various organizations such as Candlelighters for Children with Cancer and Catholic Charities of Oregon. He is also on the investment committee of the Archdiocese of Portland and a member of the Arlington Club in Portland. Past board affiliations include Habitat for Humanity Portland/Metro East, Metropolitan Family Services, Maybelle Center for Community and LaSalle High School Foundation. Lastly, he served as past president and chair of the investment committee for the Abbey Foundation of Oregon.
Mr. Yandle received a Bachelor of Arts from University of Portland and did post-graduation studies at the University of Notre Dame.
Wealth Management Experience: Since 1984
1The ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data. Assets under management are as of 6/30/2017. 2The Barron’s Top Advisor Rankings by State is based on data provided by over 4,000 of the nation's advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked. Assets under management are as of 9/30/17.
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