Mr. Leaverton has nearly four decades 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.
Mr. Leaverton earned a Bachelor of Science in Economics and Mathematics from the University of Puget Sound. He also studied Mathematics and Economics at the University of California Santa Barbara. He has been recognized as a Top Wealth Advisor in Oregon by Forbes.1
Wealth Management Experience: Since 1980
1Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
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