Mr. Leaverton has over 34 years of investment management experience working with high net worth individuals, families, trusts, foundations, businesses and ERISA plans encompassing defined contribution, defined benefit, and 401(k) plans. In addition to portfolio management, Mr. Leaverton assists clients with retirement and succession planning which is incorporated into a client’s overall asset allocation strategy. Prior to joining First Republic, Mr. Leaverton spent his entire investment management career with Merrill Lynch, most recently as a Senior Vice President - Investments.
Active in Portland community organizations, Mr. Leaverton was a board member of Waverley Country Club and the past president of the board of Showtime Athletics. He is currently a committee member of the Albertina Kerr Centers.
Mr. Leaverton earned a Bachelor of Science degree in Economics and Mathematics from the University of Puget Sound. He also studied Mathematics and Economics at the University of California Santa Barbara.
Wealth Management Experience: 34 Years
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