Jeff Greene

Jeff Greene

Wealth Manager, First Republic Investment Management
Portland
Industry Accolades
  • Top Next-Gen Wealth Advisors
    Forbes, 2018-2019

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Jeff Greene

Wealth Manager, First Republic Investment Management
Portland
  • Wealth Management Experience Since 2004
    Jeff 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 Involvement
    An 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.
  • Education
    Mr. Greene graduated from George Fox University with a Bachelor of Science in Mathematics.
Email me
Check the background of the firm and its investment professionals on .

Team Connections