Jayne has over 30 years of experience in the investment advisory industry providing financial advice, portfolio management, planning, and detailed analysis to her clients.
Before joining Adero, she was Vice President and Chief Compliance Officer at Pacific Advisory Group. Jayne’s primary focus is to build long-term relationships with all of her clients by giving personal, independent, and experienced advice.
Jayne is a CFA® charterholder and is a member of Adero’s investment committee. She is also a member of the CFA Society of San Francisco.
Jayne graduated from the University of California, Santa Barbara with a degree in Business Economics. She currently leads Adero’s DEI Coalition and oversees Sustainable investments at the firm.