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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

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeffrey Coburn Cfa

Work Experience

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Managing Director and Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2023 - Present

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Wealth Manager and Managing Director at

First Republic Private Wealth Management

October 2013 - Present

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Equity Analyst and Portfolio Manager at

Whv/Eam Emerging Markets Small Cap Equity Fund

May 2003 - October 2013

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Jeffrey Coburn Cfa

Education

Haas School of Business

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

mail

*******@firstrepublic.com

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