William Jeffery, III

Background

III, William Jeffery, was born on October 8, 1944 in San Diego, California, United States. Son of B. William and Kathleen Elizabeth (Lazar) Jeffery.

Education

Bachelor of Business Administration, University Michigan, 1966. Master of Business Administration, University Michigan, 1967.

Career

Senior portfolio manager California First Bank, San Diego, 1976—1979, vice president, manager, 1979—1984. President California First Capital Management, La Jolla, since 1984. Investment committee California Bankers Association, 1983—1984.

Achievements

• William Jeffery, III has been listed as a noteworthy investment advisor by Marquis Who's Who.

Membership

Board directors San Diego Pops. Fellow: Finance Analysts Federation. Member: Atlas Club, La Jolla Beach and Tennis Club.

Connections

Married Kristin Elizabeth Potis, August 14, 1971. Children: Scott, Stephen, David.

Father:

B. William Jeffery

Mother:

Kathleen Elizabeth (Lazar) Jeffery

Spouse:

Kristin Elizabeth Potis

child:

Scott III

child:

David III

child:

Stephen III