Investment experience: 1 year; 1 year with firm

Jeffery joined Bailard in 2010. His current responsibilities include account administration, serving as a custodian liaison and providing client service. Jeffery graduated from Stanford University in 2009, earning a Bachelor's degree in Sociology. During his time at Stanford, he also took classes in Financial Accounting and Statistical Analysis, co-founded and taught an undergraduate Math course, volunteered each summer at a “Money Matters for Youth” camp, and played Men's Varsity Baseball. Prior to joining Bailard, he was a Financial Representative at Northwestern Mutual Financial Network in Menlo Park. In his spare time he enjoys the ancient Chinese board game, Weiqi, and playing sports.