He comes to First Republic with significant industry experience, including roles at Goldman Sachs, J.P. Morgan’s Private Bank, Northern Trust and Credit Suisse.
His entire career has been solely dedicated to advising entrepreneurs, private equity principals, corporate executives and their families in regard to managing their wealth. Investment management is at the core of each client relationship, however, Mr. Schanna and his team serve as their clients’ go-to concierge for all things related to their aggregate wealth and balance sheet.
Each formal meeting with the team involves a strategic review and actionable follow-up focused on banking and lending, investments and the markets, trust and estate, wealth transfer and insurance, and lastly, family governance, which includes the participation of future generations and beyond, as applicable.
Active within the local community, Mr. Schanna serves as a Board Member of The Crossing Church located in Costa Mesa, California. He is also actively involved with coaching his children’s sports, a true passion of his.
Mr. Schanna 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.