Jeff Greene is a Managing Director and Wealth Manager at First Republic Investment Management.
Prior to joining First Republic, Mr. Greene was a Financial Advisor at Morgan Stanley Smith Barney, working primarily with individuals on investment strategies and retirement planning. Mr. Greene began his career as a Financial Advisor at Piper Jaffray, later acquired by UBS, where he also guided individuals with retirement planning and investment portfolios. He has been recognized as a Top Next-Gen Wealth Advisor by Forbes Magazine in 2018 and 2019.1
An active member of the nonprofit community, Mr. Greene currently sits on the board of directors for CASA of Multnomah, Washington, and Columbia Counties, an organization that advocates on behalf of foster children.
Mr. Greene graduated from George Fox University with a Bachelor of Science in Mathematics.
Wealth Management Experience: Since 2004
1SHOOK considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. Neither Forbes nor SHOOK receives compensation from the advisors or their firms in exchange for placement on the ranking.
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