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
Check the background of this investment professional on FINRA’s BrokerCheck.