Jeff Brown

Director, Client Portfolio Strategist
Charles Schwab & Co., Inc.

Jeff Brown is a Director and Investment Portfolio Strategist supporting Schwab Asset Management™. Mr. Brown is primarily focused on representing Schwab Personalized Indexing™ to clients, advisers, sales channels, and the media. He partners with other Schwab teams to optimize the firm’s personalized indexed offering and to create educational and market strategy content.

Prior to joining Schwab in 2022, Mr. Brown held several positions at Parametric Portfolio over his 22-year tenure including director and product expert, vice president and senior relationship manager, and research analyst. Prior to that, he was a portfolio manager with Laird Norton Trust Company. Before that, he was a research analyst with Quadra Capital Management.

Mr. Brown earned a Bachelor of Science degree in Business Administration from the University of Washington. He holds Series 3, 6, 7, and 63 licenses. He is a CFA® charterholder and a member of the CFA Society of Seattle.