Jeffrey Coburn is a Managing Director and Wealth Manager at First Republic Investment Management.Mr. Coburn has over 10 years of investment experience, most recently as 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 their 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 designing asset allocation, 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 received a Bachelor’s degree from the University of Michigan and an MBA from University of California, Berkeley. While an undergraduate he gained valuable investment experience at Morgan Stanley and Neuberger Berman. He is a CFA® charterholder and is a member of the CFA Society of San Francisco.
Wealth Management Experience: Since 2003
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