Jeff Schottenstein is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Schottenstein has served as a financial adviser for the past two decades, working closely with wealthy families and institutional investors to advance their wealth management goals.
Mr. Schottenstein has served as a financial advisor for the past two decades, working closely with families and institutional investors to advance their wealth management goals. He joined First Republic in 2018 after spending 15 years as a Managing Director of Merrill Lynch’s Private Banking and Investment Group. He began his career in 1995 with Montgomery Securities in San Francisco, and later became a Principal with Thomas Weisel Partners.
As a Senior Managing Director and Wealth Manager, Mr. Schottenstein focuses on developing tailored asset allocations and implementations that reflect his clients’ priorities and risk tolerance. He is experienced with hedging and diversification strategies for concentrated and restricted equity positions, in addition to multigenerational trust and estate strategies.
Mr. Schottenstein earned his bachelor’s degree from the University of Wisconsin – Madison and his MBA from the Kellogg School of Management at Northwestern University.
Dedicated to the fight against gastric cancer, he received the Ellis Island Medal of Honor as a result of his work as a passionate advocate for cancer research and cancer patients. He currently serves on the Board of Directors of the Gastric Cancer Foundation, the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology and the Stanford Cancer Council.
Wealth Management Experience: Since 1996
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
Check the background of this investment professional on FINRA’s BrokerCheck.