Jeff Westsmith is a Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Westsmith joined First Republic through the acquisition of his company, Luminous Capital, where he was a founding member, Financial Adviser and member of the Investment Committee. Luminous Capital, an independent investment advisory firm with $5.9 billion in assets under management at the time of acquisition, exclusively served wealthy families and private foundations.
Prior to founding Luminous Capital, Mr. Westsmith worked at Merrill Lynch in the Private Banking and Investment Group. He joined Merrill Lynch in 2006 after starting his career at Fidelity Investments.
Mr. Westsmith is an active volunteer and supporter of the Boys & Girls Clubs of the Peninsula and the South Central Scholars Fund, a foundation providing funding and support for inner city college-bound youth.
Mr. Westsmith earned his Bachelor’s degree from the University of California, Los Angeles, double-majoring in Economics and Sociology. He earned his Chartered Financial Analyst (CFA) designation in 2010.
Wealth Management Experience: 10 Years
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