Mr. Schanna has spent his entire career, more than sixteen years, advising corporate executives, entrepreneurs and their families in regards to their wealth. Investment management is at the core of each client relationship; in addition, Mr. Schanna works closely with clients to develop and employ custom plans that he coordinates amongst each client’s attorney(s), CPA, 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, Banking/Lending, 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 most recently, Credit Suisse as a Director at Credit Suisse Private Bank USA.
Mr. Schanna is active within the Orange County community and serves on the Program Committee for The Paul Merage School of Business’ Executive Mentor Program at University of California, Irvine, where he is also a mentor for the School’s Executive Mentor Program for MBAs.
He graduated with Distinction from Indiana University (Bloomington) with a Bachelor of Science in Finance and a Minor in Spanish.
Wealth Management Experience: 15 Years
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