Jeffrey Coburn is a Wealth Manager and Managing Director at First Republic Investment Management.
Mr. Coburn has over 15 years of investment experience, prior to joining First Republic, he was a Portfolio Manager at WHV Investment Management (formerly Wentworth Hauser & Violich). At WHV he was a member of the Large Cap Core Investment Committee and in 2008 he was promoted to lead product manager for the strategy. He also served as a member of the Select World Equity investment committee and as an assistant portfolio manager on the WHV Small Cap Equity strategy. As a securities analyst, he was the lead analyst for the Financials and Industrials sectors. He has experience developing comprehensive financial plans and managing client relations for a variety of clients that include high net-worth individuals, endowments, as well as, public, corporate, and Taft‑Hartley pension plans.
Mr. Coburn has been recognized as a 2019 California Best-In-State Wealth Advisor by Forbes.1
Mr. Coburn received a bachelor’s degree from the University of Michigan and an MBA from University of California, Berkeley. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Wealth Management Experience: Since 2003
1Professionals were eligible for this list with ranking determination based on quantitative criteria including individual, as well as team, assets under management and revenue generated; and on qualitative measures derived from telephone and in-person interviews and surveys including service model, investing process, client retention, industry experience and firm nominations. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
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