Mr. Schottenstein has served as a financial adviser for the past 22 years, working closely with wealthy families and institutional investors to advance their wealth management goals.
Mr. Schottenstein joined First Republic in 2017 after spending 15 years as a Managing Director of the Merrill Lynch Private Banking and Investment Group. He began his career in 1995 with Montgomery Securities in San Francisco and was also a Principal with Thomas Weisel Partners in San Francisco. Mr. Schottenstein has been named by Barron’s as one of the nation’s top 15 financial advisers.1
Mr. Schottenstein focuses on developing tailored asset allocations and implementations that reflect his clients’ priorities and risk tolerance. He also has significant experience with hedging and diversification strategies for concentrated and restricted equity positions, in addition to multi-generational trust and estate strategies.
Mr. Schottenstein is a passionate advocate for cancer research and cancer patients. He currently serves on the Board of Directors of the Gastric Cancer Foundation and the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology. He was also President of the Board of Directors of First Graduate, a nonprofit organization helping students become the first in their families to graduate from college.
Mr. Schottenstein earned his MBA from the Northwestern University Kellogg School of Management and his bachelor’s from the University of Wisconsin - Madison.
Wealth Management Experience: Since 1995
1The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.