Jeff Parker

Jeff Parker is a Partner and Portfolio Manager at Bristlecone Advisors in Bellevue, Washington, where he provides customized investment management and wealth advisory services to high-net-worth individuals and families. His key responsibilities include developing tailored portfolios, overseeing asset allocation strategies, and integrating clients’ tax, estate, and philanthropic goals into comprehensive wealth plans. At Bristlecone Advisors, he emphasizes a disciplined, client-centric approach grounded in diversification and long-term strategy.

With more than three decades of experience, Jeff has a strong background in private wealth management. Before joining Bristlecone Advisors in 2015, he served as Vice President and Director of Investments at BMO Private Bank (2009–2015) and was a Board member at Associates of Cultural Exchange (2010–2019), enhancing his expertise in investment oversight and cross-disciplinary governance. His experience spans portfolio construction in both equity and fixed income markets, often utilizing alternative investments and open-architecture fund selection to serve sophisticated client needs.

Jeff holds a BA from Willamette University and pursued additional studies at the University of Avignon in France, reflecting his commitment to broad, cross-cultural understanding in both education and advising. He is recognized for his ability to integrate advanced planning, investment analysis, and wealth structuring for affluent families, foundations, and executives.