- Best-In-State Wealth AdvisorsForbes, 2019
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- Wealth Management Experience Since 2003Jeffrey Coburn is a Wealth Manager and Managing Director at First Republic Investment Management. Mr. Coburn has over 15 years of investment experience, prior to joining First Republic, he was a Portfolio Manager at WHV Investment Management (formerly Wentworth Hauser & Violich). At WHV he was a member of the Large Cap Core Investment Committee and in 2008 he was promoted to lead product manager for the strategy. He also served as a member of the Select World Equity investment committee and as an assistant portfolio manager on the WHV Small Cap Equity strategy. As a securities analyst, he was the lead analyst for the Financials and Industrials sectors. He has experience developing comprehensive financial plans and managing client relations for a variety of clients that include high net-worth individuals, endowments, as well as, public, corporate, and Taft‑Hartley pension plans.
- Professional DesignationHe holds the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco.
- EducationMr. Coburn received a bachelor’s degree from the University of Michigan and an MBA from University of California, Berkeley.