Oakbridge Wealth, the locally owned independent investment management business, welcomes Jeff Brummette to its investment team as chief investment strategist. Jeff joins Oakbridge Wealth with nearly forty years of experience in investment management having previously held senior roles with the Prudential Insurance Company of America and Salomon Smith Barney. More recently, he was a founding partner at Rubicon Fund Management, and OneWall Advisors.
David Baker, Managing Director, commented “having someone of Jeff’s calibre join Oakbridge Wealth is a huge endorsement of what we do and of our ambitions for the future. Jeff joins at a time when the business continues to see a growing demand for its investment services, primarily from local private clients, charities and trustees.”
Jeff said, “I am thrilled to be joining the very well established Oakbridge Wealth team, some of whom I have known for many years. I think their investment offering is unrivalled in Jersey and I am excited about sharing my investment insights with them and their clients”.