Mr. Feinstein joined First Republic from UBS Private Wealth Management in 2017. He has over 20 years of experience assisting ultra-high net worth families grow and preserve wealth. As an investment manager, he specializes in providing creative, thoughtful, tax-sensitive investment solutions with special attention given to risk mitigation. As a Wealth Manager, Mr. Feinstein is skilled at identifying and prioritizing planning issues and plays a key role in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel. Mr. Feinstein began his financial advisory career at Oppenheimer Securities in 1999 and continued his practice at UBS Private Wealth Management before joining First Republic.
His quality of work has led to his recognition as one of America’s Top Wealth Advisors for 2016 by Forbes magazine1.
Mr. Feinstein earned his Bachelor’s degree in physiological sciences/kinesiology from UCLA. He is also a Certified Investment Management AnalystSM and earned this designation from the Wharton School of Business at the University of Pennsylvania.
1Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.
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