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Jeffrey Coburn Cfa
Jeffrey Coburn Cfa
Managing Director and Financial Advisor | First Republic Private Wealth Management
Walnut Creek, California, United States
Jeffrey Coburn Cfa
Summary
Jeffrey Coburn is a seasoned financial professional with over 20 years of investment experience. Currently serving as a Managing Director and Financial Advisor at Morgan Stanley, he has a rich background that includes roles as a Wealth Manager at First Republic Investment Management and a Portfolio Manager at WHV Investment Management. His expertise encompasses comprehensive financial planning and managing client relations for a diverse clientele, including high-net-worth individuals and institutional investors. A graduate of the University of Michigan and UC Berkeley, he holds an MBA and the prestigious Chartered Financial Analyst designation. Beyond his technical skills, Jeffrey is known for his strategic insights and a deep understanding of market dynamics. His commitment to client success and ethical investing sets him apart in the competitive financial landscape.
Jeffrey Coburn Cfa
Work Experience
Managing Director and Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
April 2023 - Present
Wealth Manager and Managing Director at
First Republic Private Wealth Management
October 2013 - Present
Equity Analyst and Portfolio Manager at
Whv/Eam Emerging Markets Small Cap Equity Fund
May 2003 - October 2013
Jeffrey Coburn Cfa
Education
January 2006 - January 2009
University of Michigan, Bba
January 1999 - January 2003
Frequently Asked Questions about Jeffrey Coburn Cfa
What is Jeffrey Coburn Cfa email address?
Jeffrey Coburn Cfa's primary email address is *******@firstrepublic.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jeffrey Coburn Cfa work for?
Jeffrey Coburn Cfa is a Managing Director and Financial Advisor at First Republic Private Wealth Management, a company specializing in Financial Services.
Where Jeffrey Coburn Cfa graduated from?
Jeffrey Coburn Cfa holds a degree in Business from Haas School of Business.
How can I directly contact Jeffrey Coburn Cfa?
To contact Jeffrey Coburn Cfa directly, you can use the email address *******@firstrepublic.com. Complete contact information is available upon registration with Muraena.
Who is Jeffrey Coburn Cfa?
Jeffrey Coburn is a seasoned financial professional with over 20 years of investment experience. Currently serving as a Managing Director and Financial Advisor at Morgan Stanley, he has a rich background that includes roles as a Wealth Manager at First Republic Investment Management and a Portfolio Manager at WHV Investment Management. His expertise encompasses comprehensive financial planning and managing client relations for a diverse clientele, including high-net-worth individuals and institutional investors. A graduate of the University of Michigan and UC Berkeley, he holds an MBA and the prestigious Chartered Financial Analyst designation. Beyond his technical skills, Jeffrey is known for his strategic insights and a deep understanding of market dynamics. His commitment to client success and ethical investing sets him apart in the competitive financial landscape.
Jeffrey`s contact details
*******@firstrepublic.com
Colleagues
Managing Director
Managing Director, Wealth Advisor
Managing Director
Vice President and Wealth Manager
Managing Director, Wealth Manager
Managing Director and Wealth Partner
Managing Director
Managing Director