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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Clarius Group | Investment Associate | Nov 2021 to Present | — |
| The Clarius Group | Unknown to Present | — | |
| Fisher Investments | Investment Counselor | Oct 2020 to Nov 2021 | — |
| Fisher Investments | Account Executive | Aug 2017 to Oct 2020 | — |
| Avista | Natural Gas Resources Analyst Intern | Jun 2015 to Aug 2015 | — |
Education
Washington State University
BBA, Double Major: Finance, Management Information Systems
2013 — 2017
Skills & Expertise
Others at Clarius Group, LLC (4)
| Name | Role | Location |
|---|---|---|
| Partner, Advisor and Chief Investment Officer | Seattle, WA , United States | |
| Senior Investment Associate | Seattle, WA , United States | |
K Keith Vernon | Partner | Seattle, WA , United States |
| Partner | Seattle, WA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Ron Albahary | Chief Investment Officer | Laird Norton Trust Company, LLC | Wayne, PA , United States |
S Scott Larson | Senior Investment Analyst | Laird Norton Trust Company, LLC | Portland, OR , United States |
C Chris Taylor | Partner | Bristlecone Advisors, LLC | Bellevue, WA , United States |
| Partner | Bristlecone Advisors, LLC | Seattle, WA , United States | |
A Amanda Oakeley | Investment Associate | Zevenbergen Capital Investments LLC | Kirkland, WA , United States |
D Dani Blanchard | Research Analyst | Zevenbergen Capital Investments LLC | Seattle, WA , United States |