Jeffrey C. Coburn
Managing Director and Financial Advisor at Morgan Stanley
- Role
- Managing Director and Financial Advisor at Morgan Stanley
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About Jeffrey C. Coburn
I have over 20 years of investment experience, prior to joining Morgan Stanley, I was a Wealth Manager at First Republic Investment Management. I started my career at WHV Investment Management (formerly Wentworth Hauser & Violich). At WHV I was a Portfolio manager and member of the Large Cap Core Investment Committee. I also served as a member of the Select World Equity investment committee and as an assistant portfolio manager on the WHV Small Cap Equity strategy. As a securities analyst, I was the lead analyst for the Financials and Industrials sectors. I have experience developing comprehensive financial plans and managing client relations for a variety of clients that include high net-worth individuals, endowments, as well as, public, corporate, and Taft‑Hartley pension plans. I am an alum of the University of Michigan Business School and have my MBA from University of California, Berkeley. I hold the Chartered Financial Analyst designation and I am a member of the CFA Society of San Francisco.
Experience
Managing Director and Financial Advisor
Apr 2023 — Present · Walnut Creek, CA, US
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Education
University of California, Berkeley, Haas School of Business
Business
2006 — 2009
University of Michigan
BBA
1999 — 2003
Skills
- Financial Modeling
- Equities
- Valuation
- Asset Managment
- Bloomberg
- Financial Analysis
- Investments
- Portfolio Management
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