Jeffrey C. Coburn, Cfa

Jeffrey C. Coburn, Cfa Email and Phone Number

Managing Director and Financial Advisor at Morgan Stanley @ Morgan Stanley
New York City
Jeffrey C. Coburn, Cfa's Location
Walnut Creek, California, United States, United States
Jeffrey C. Coburn, Cfa's Contact Details

Jeffrey C. Coburn, Cfa personal email

About Jeffrey C. Coburn, Cfa

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.

Jeffrey C. Coburn, Cfa's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director and Financial Advisor at Morgan Stanley
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Jeffrey C. Coburn, Cfa Work Experience Details
  • Morgan Stanley
    Managing Director And Financial Advisor
    Morgan Stanley Apr 2023 - Present
    New York, Ny, Us
    ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 2493249
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  • First Republic Private Wealth Management
    Wealth Manager And Managing Director
    First Republic Private Wealth Management Oct 2013 - Present
    Us
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  • Whv Investment Management
    Equity Analyst And Portfolio Manager
    Whv Investment Management May 2003 - Oct 2013
    San Francisco, Ca, Us
    View

Jeffrey C. Coburn, Cfa Skills

Portfolio Management Financial Modeling Valuation Investments Bloomberg Financial Analysis Asset Managment Equities

Jeffrey C. Coburn, Cfa Education Details

  • University Of California, Berkeley, Haas School Of Business
    University Of California, Berkeley, Haas School Of Business
    Business
  • University Of Michigan
    University Of Michigan
    Business

Frequently Asked Questions about Jeffrey C. Coburn, Cfa

What company does Jeffrey C. Coburn, Cfa work for?

Jeffrey C. Coburn, Cfa works for Morgan Stanley

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Jeffrey C. Coburn, Cfa's current role is Managing Director and Financial Advisor at Morgan Stanley.

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Jeffrey C. Coburn, Cfa attended University Of California, Berkeley, Haas School Of Business, University Of Michigan.

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Jeffrey C. Coburn, Cfa has skills like Portfolio Management, Financial Modeling, Valuation, Investments, Bloomberg, Financial Analysis, Asset Managment, Equities.

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Jeffrey C. Coburn, Cfa's colleagues are Mackenzie Muir, John Williams, Prabodh Rai, Pankaj Thorat, Anish Maliackal, Barbara Boakye, Cfa, Osaze Romany.

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