Primary Job Title Senior Managing Director and Wealth Manager Primary Organization First Republic Bank
Location San Francisco Bay Area, California, United States Regions West Coast, Western US
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Jeff Schottenstein is a Senior Managing Director and Wealth Manager with First Republic Bank in San Francisco. Prior to joining First Republic Bank in 2018, he served as a Managing Director with Merrill Lynch for over 15 years. Mr. Schottenstein began his career in the private wealth management industry with Montgomery Securities and later with
Thomas Weisel Partners, both as a Principal. He has been named as one of the nation’s top 15 financial advisors by Barron’s.
Mr. Schottenstein graduated from the University of Wisconsin–Madison with a BS in English and the Kellogg School of Management at Northwestern University with an MBA in Finance.
Mr. Schottenstein is a member of the Stanford Cancer Council, the Dana Farber Presidential Visiting Committee for Gastrointestinal Oncology and a board member of the Gastric Cancer Foundation. As an advocate for cancer research, Mr. Schottenstein has helped develop multiple initiatives. His work includes co-sponsoring the first Stand Up to Cancer gastric cancer research team focused on early interception and partnering with Stanford University to co-sponsor a novel combination immunotherapy clinical trial for gastric cancer patients. In 2018, Mr. Schottenstein received the Ellis Island Medal of Honor for his support of gastric cancer and patient advocacy.
