Umpqua Bank has appointed Jeff Marshall as its first chief investment strategist as part of its expansion of wealth management capabilities.
Marshall has an experience of over two decades in the investment management sector, and has headed firm investment strategy and recommendations, and portfolio implementation solutions.
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At Umpqua Bank, he will lead market research and investment initiatives.
Marshall previously served at Sanford C. Bernstein, Windermere Investments and Convergent Wealth Advisors.
Umpqua Bank executive vice president and head of wealth management Kent Grubaugh said: “Bringing in someone of Jeff’s caliber to build a sophisticated in-house market and investment research capability is a critical addition to our wealth management strategy.
“In addition to creating, delivering and overseeing our global investment activities, Jeff will give Umpqua a public voice on market developments and economic trends that matter to our clients and advisers, and shape our tailored investment recommendations.”
