- Top Next-Gen Wealth AdvisorsForbes, 2018-2019
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- Wealth Management Experience Since 2004Jeff Greene is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic, Mr. Greene was a Financial Advisor at Morgan Stanley Smith Barney, working primarily with individuals on investment strategies and retirement planning. Mr. Greene began his career as a Financial Advisor at Piper Jaffray, later acquired by UBS, where he also guided individuals with retirement planning and investment portfolios.
- Community InvolvementAn active member of the nonprofit community, Mr. Greene currently sits on the board of directors for CASA of Multnomah, Washington, and Columbia Counties, an organization that advocates on behalf of foster children.
- EducationMr. Greene graduated from George Fox University with a Bachelor of Science in Mathematics.