Mr. Schanna has spent his entire career advising corporate executives, entrepreneurs and their families in regards to their wealth. Though investment management is at the core of each of his client relationships, Mr. Schanna works closely with clients to develop and employ custom plans and coordinate among each client’s full team of advisors, including attorney(s), CPAs, insurance providers and others. Each formal meeting Mr. Schanna and his team hold with clients involves a strategic review and actionable assessment focused on a number of items, including Investments, Wealth Transfer, and Family Governance (which includes the involvement of generations 2 and 3 as applicable).
Mr. Schanna comes to First Republic with significant industry experience, including roles at Goldman Sachs, J.P. Morgan, Northern Trust and Credit Suisse.
He graduated with Distinction from Indiana University (Bloomington) with a Bachelor of Science in Finance and a Minor in Spanish.
Check the background of this investment professional on FINRA’s BrokerCheck.