Jeff Westsmith

Portfolio Manager, First Republic Investment Management

Northern California

Jeff Westsmith is a Managing Director and Portfolio Manager at First Republic Investment Management.

Mr. Westsmith has approximately ten years of experience providing investment advice to high net worth families and institutional investors. He joined First Republic through the acquisition of Luminous Capital, where he was a founding member, Financial Advisor and member of the Investment Committee.

Prior to launching Luminous Capital in 2008, Mr. Westsmith worked in the Private Banking and Investment Group at Merrill Lynch and initially started his career at Fidelity Investments.

Mr. Westsmith is an active volunteer and supporter of the South Central Scholars Fund, a foundation providing funding and support for inner city college-bound youth and is also involved with the Boys & Girls Clubs of the Peninsula.

Mr. Westsmith received his Bachelor of Arts in economics from the University of California Los Angeles (UCLA) where he played 3 years of NCAA Division I Rugby. He earned his Chartered Financial Analyst (CFA) Designation in 2010.

Wealth Management Experience: 10 Years

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