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Oakbridge Wealth appoints Chief Investment Strategist

Oakbridge Wealth appoints Chief Investment Strategist

Wednesday 20 October 2021

Oakbridge Wealth appoints Chief Investment Strategist


Oakbridge Wealth has appointed a professional with 40 years' experience in investment management as its new Chief Investment Strategist.

Jeff Brummette 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.

Oakbridge Managing Director David Baker said: “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.”

Mr Brummette added: “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."

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