Umpqua Bank, a subsidiary of Umpqua Holdings Corporation, announced that Jeff Marshall has been named its first chief investment strategist as part of the bank's expansion of its wealth management capabilities and team. With the addition of a chief investment strategist, Umpqua's proprietary market and investment research will enhance the bank's sophisticated suite of wealth management solutions for high net worth individuals and institutional clients.
According to Kent Grubaugh, Umpqua Bank's executive vice president and head of wealth management, today's announcement marks an important evolution in Umpqua's capacity to provide holistic investment solutions for clients and complements the bank's recent expansion into high-growth commercial markets.
"Umpqua's strong growth in commercial and corporate banking has opened up significant, new opportunities to serve the complex wealth management needs of high net worth individuals and institutional clients," said Grubaugh. "Bringing in someone of Jeff's caliber to build a sophisticated in-house market and investment research capability is a critical addition to our wealth management strategy. In addition to creating, delivering and overseeing our global investment activities, Jeff will give Umpqua a public voice on market developments and economic trends that matter to our clients and advisors, and shape our tailored investment recommendations."
Marshall brings more than 20 years of investment management and research experience to Umpqua. Previously, he held positions at Sanford C. Bernstein, Windermere Investments and Convergent Wealth Advisors. In senior leadership roles, Marshall has led overall firm investment strategy and recommendations, as well as portfolio implementation solutions. He has also served as the lead investment consultant for clients and as a portfolio manager for a proprietary hedge fund of funds and equity-focused pools.
Marshall earned a Bachelor of Science degree in Finance from Bentley University. He also holds the Chartered Financial Analyst® designation and holds his Series 7 and 63 licenses.