Jeff Schottenstein

Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC

Profil

Mr. Jeffrey S.
Schottenstein is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He has served as a financial adviser for the past two decades, working closely with wealthy families and institutional investors to advance their wealth management goals.
He focuses on developing tailored asset allocations and implementations that reflect his clients’ priorities and risk tolerance.
He also has significant experience with hedging and diversification strategies for concentrated and restricted equity positions, in addition to multi-generational trust and estate strategies.
He currently serves on the Board of Directors of the Gastric Cancer Foundation, the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology and the Stanford Cancer Council.
He was also President of the Board of Directors of First Graduate, a nonprofit organization helping students become the first in their families to graduate from college.
Mr. Schottenstein joined First Republic in 2018 after spending 15 years as a Managing Director of the Merrill Lynch Private Banking and Investment Group.
He began his career in 1995 with Montgomery Securities in San Francisco and was also a Principal with Thomas Weisel Partners in San Francisco.
Mr. Schottenstein earned his MBA from the Northwestern University Kellogg School of Management and his bachelor’s from the University of Wisconsin - Madison.

Postes actifs de Jeff Schottenstein

Sociétés	Poste	Début
JPMorgan Private Wealth Advisors LLC	Gestionnaire de Portefeuille-Actions	01/01/2018

Anciens postes connus de Jeff Schottenstein

Sociétés	Poste	Fin
Thomas Weisel Partners LLC	Corporate Officer/Principal	-
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Corporate Officer/Principal	-