- Best-In-State Wealth AdvisorsForbes, 2022, 2023
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23, data as of 06/30/22); (08/24/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22.Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
- Wealth Management Experience: Since 1980Clarke Leaverton is a Managing Director and Wealth Manager at First Republic Investment Management. Mr. Leaverton has more than four decades of investment management experience working with high net worth individuals, families, trusts, foundations, businesses and ERISA plans encompassing defined contribution, defined benefit, and 401(k) plans. In addition to portfolio management, Mr. Leaverton assists clients with retirement and succession planning which is incorporated into a client's overall asset allocation strategy. Prior to joining First Republic, Mr. Leaverton spent his entire investment management career with Merrill Lynch most recently as a Senior Vice President, Investments.
- EducationMr. Leaverton earned a Bachelor of Science in Economics and Mathematics from the University of Puget Sound. He also studied Mathematics and Economics at the University of California Santa Barbara.