Jesse J. WoodDirector of Portfolio & Wealth Advisory and Head of BBR San Francisco
Jesse joined BBR Partners in 2019 and is a Director of Portfolio and Wealth Advisory and Head of the San Francisco office. Jesse works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
Prior to joining BBR, Jesse was a Vice President in the Private Bank at JP Morgan where he worked with wealthy families and individuals creating customized solutions for their complex financial needs. Prior to working in the Private Bank, Jesse was a Senior Vice President for T3 Advisors, a commercial real estate consulting and brokerage firm based in Palo Alto. Jesse also spent over 11 years at Goldman Sachs, working in the Fixed Income division covering institutional clients across the country.
Jesse holds a BA from Brown University with a concentration in Economics and was a two-time captain of the men’s basketball team. He has served on the board of The D10 and is currently on the advisory board for PeacePlayers International.
Jesse loves to spend time with his family and play basketball and golf in his spare time. Jesse’s wife Allyson also graduated from Brown University and is head of enterprise sales at Accolade. They live with their three children in Los Altos.