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.
Wealth Management Experience: Since 1980
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