Jeffrey Coburn

Jeffrey Coburn

Wealth Manager, First Republic Investment Management
San Francisco

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. 

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

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.