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Jeff Pierce

Jeff Pierce

Investment Associate at Clarius Group, LLC

Seattle, WA , United States

About

Jeff Pierce is an Investment Associate at The Clarius Group, LLC, based in Seattle, Washington, where he provides comprehensive investment advisory and portfolio management services to individuals, families, and charitable organizations. In this role, he contributes to financial planning and the selection and oversight of investment managers, working closely with high-net-worth clients to achieve their long-term financial objectives.

Pierce's professional focus spans portfolio management for individuals and pooled investment vehicles, including traditional and alternative asset classes. His responsibilities also involve supporting the firm's broader asset allocation and research processes, with a commitment to client-centric wealth management.

Prior to joining The Clarius Group, Pierce was an Investment Counselor at Fisher Investments, where he advised clients on portfolio strategies and asset allocation. He holds a BBA with a double major in Finance and Management Information Systems from Washington State University and has passed the Series 65 exam, reinforcing his expertise in financial planning and investment advisory services.

Career History

OrganizationRoleDate RangeDetails
The Clarius GroupInvestment AssociateNov 2021 to Present
The Clarius GroupUnknown to Present
Fisher InvestmentsInvestment CounselorOct 2020 to Nov 2021
Fisher InvestmentsAccount ExecutiveAug 2017 to Oct 2020
AvistaNatural Gas Resources Analyst InternJun 2015 to Aug 2015

Education

Washington State University

BBA, Double Major: Finance, Management Information Systems

2013 2017

Skills & Expertise

Leadership
SQL
Financial Modeling
Data Analysis
Microsoft Excel
Visual Basic .NET (VB.NET)
Customer Service
Teamwork
Event Planning
Management
Microsoft Word
PowerPoint
Social Media
Marketing
Visual Basic .Net Vb.Net
Visual Basic .Net

Others at Clarius Group, LLC (4)

NameRoleLocation
Cameron Lamarche
Cameron Lamarche
Partner, Advisor and Chief Investment OfficerSeattle, WA , United States
Derek Quist
Derek Quist
Senior Investment AssociateSeattle, WA , United States
K
Keith Vernon
PartnerSeattle, WA , United States
Cfp® Talbot
Cfp® Talbot
PartnerSeattle, WA , United States

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