Jeff Sherman

Jeff Sherman

Wealth Manager, First Republic Investment Management
Boston

Jeff Sherman

Wealth Manager, First Republic Investment Management
Boston
  • Wealth Management Experience Since 1986
    Jeff Sherman is a Managing Director and Wealth Manager with First Republic Investment Management who has worked in Wealth Management for more than 37 years. He has run an equity portfolio benchmarked to the S&P 500 for over 15 years.  Jeff’s principal role within the team is the management of two equity portfolios. Jeff works with family offices, professional, HNW families, and executives of public companies. Jeff brings a unique perspective to Wealth Management as more than half his career has been spent running branches at Tucker Anthony, RBC Dain Rauscher, and Merrill Lynch while at the same time managing his equity portfolio. He is a results oriented advisor who is most happy when adding value for his team. Jeff began his career in 1986 with Lehman Brothers Kuhn Loeb in its Global Private Client Group. He currently lives in Boston with his wife and enjoys golfing and fly fishing in his spare time.
  • Education
    Jeff graduated from Bowdoin College.
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