Jeffrey Rozenberg

Jeffrey Rozenberg is a Senior Vice President and Wealth Manager with First Republic Investment Management. Mr. Rozenberg joined First Republic in 2021. Prior to joining First Republic, he was a First Vice President, Executive Financial Services Director, at Morgan Stanley, which he joined in 2011. Mr. Rozenberg focuses his practice on the following key areas: 10b5-1 plans, restricted stock, risk management, retirement planning, wealth transfer and income planning, asset allocation and portfolio construction, which includes corporate executives and ultra high net worth individuals.

Mr. Rozenberg earned his bachelor’s degree in Business Management and Finance from Brooklyn College.