Mr. Webster has focused his entire career on advising high net-worth families and family offices. He feels strongly that by focusing on the unique issues that his family’s face day-in and day-out (e.g. tax minimization, anonymity, risk management, etc.) his team can deliver a superior level of service and expertise. For over 25 years now, Mr. Webster has built a team and network of advisors that can provide a very custom solution and level of due diligence that clients have claimed is unparalleled in the industry. Current clients are Mr. Webster’s best references possible.Prior to joining First Republic now part of JPMorgan Chase, Mr. Webster was a Director at Credit Suisse Private Bank USA, where he helped build out Credit Suisse’s presence in the southwest US. Mr. Webster has also held Investment Advisory positions at Lehman Brothers, Morgan Stanley and US Trust Company.Mr. Webster serves on the Board of Boys Hope/Girls Hope of Southern California, and has served as a guest lecturer for the Leadership Education And Development (LEAD) program for aspiring, under-represented high school students. Mr. Webster is also a Board Advisor to the UCLA Anderson School of Management Student Investment Fund (SIF)>Mr. Webster received a Bachelor of Arts degree in Economics from Harvard University, and an MBA in Portfolio Management from the Anderson Graduate School of Business at UCLA.
Listed skills include Portfolio Management, Fixed Income, Alternative Investments, Economics, and 17 others.
