1301 5th Ave 24th Floor
Seattle, WA 98101
Finding an experienced team to help you with wealth management in Seattle is easy. Our private banking team has been helping investors meet their financial goals for many years.
The Market Manager for the Seattle Cascade Key Private Bank team, Jeff Wortley, has over twenty-five years of financial services experience. He’s here to help guide you through the wealth management process. Read his bio below and contact him today with questions.
Jeff has over twenty-five years of experience in the financial services industry. Jeff was formerly a Wealth Management Consultant with UBS, working with clients throughout the Pacific Northwest. He also managed a private banking team at Bank of America in Seattle, and led the Merrill Lynch trust team that managed high net worth client relationships throughout the Pacific Northwest.
Jeff has a BA from Tufts University in Boston, Massachusetts, and is very is active in his local community. He is also a trustee at Hyla Middle School, on Bainbridge Island. His past positions include: treasurer of the Seattle Biomedical Research Institute; secretary of the American Red Cross Chapter Serving King and Kitsap Counties; president of the Greenwood Group Home in Seattle, Seattle Estate Planning Council, and a member of the Washington Planned Giving Council in Seattle.