Jeffrey M. Piliero, CFA, CFP, CAIA, is a Senior Private Wealth Portfolio Manager at Wells Fargo, a position held since 2022. Previously, Jeffrey held various senior roles at Wells Fargo, including Regional Manager Investment & Fiduciary Services. With a comprehensive background in investment management spanning over three decades, Jeffrey served as Managing Director at SunTrust Bank and Director of Investments at Bank of America. Jeffrey earned both an MBA and a BS in Finance from Saint John's University, where they studied from 1986 to 1992.
Location
Palm Beach, United States
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