Jeff Bowman

Wealth Portfolio Manager

As Vice President and Wealth Portfolio Manager, Jeff oversees the management and monitoring of investment portfolios for trust and investment clients. With over a decade of experience in the financial industry, he specializes in developing customized investment strategies aligned with each client’s financial goals and risk tolerance.

Jeff has previous experience as an Institutional Client Portfolio Manager with CAPTRUST and held previous positions at Amundi Pioneer, Credit Suisse, and First Citizens Bank.