Yale I. Kofman

Finance

Consumer Services

Profile

Prior to joining First Republic in 2008, Mr. Kofman was a Managing Director and Portfolio Manager at Charles Schwab Investment Management in San Francisco, where he was responsible for its proprietary managed accounts program and for implementing its mutual fund wrap offer.
In addition, he helped in the portfolio design of several mutual funds and was a member of Schwab's Investment Strategy Council, which determines the asset allocation and sector guidelines for retail investors.
He has a strong background in portfolio management, investment product development and systems infrastructure.
He began his career in 1992 and his experience includes positions as Assistant Vice President in the Wealth Management group at California Bank & Trust and Vice President & Trust Officer at Greater Bay Bank.
Mr. Kofman holds a B.A.
from Lewis & Clark College and a J.D.
from the University of San Francisco School of Law.

Former positions of Yale I. Kofman

Companies	Position	End
Clarity Financial LLC Clarity Financial LLC Investment ManagersFinance Clarity Financial LLC (dba RIA Advisors) is an independent registered investment advisor headquartered in Houston, Texas. The firm was founded by Connie Mack in 2009. RIA Advisors provides money management and financial planning services to individuals, families and business clients.	Corporate Officer/Principal	31/12/2007
California Bank & Trust California Bank & Trust Regional BanksFinance California Bank & Trust, Inc. provided banking services. The company was founded in 1972 and was headquartered in San Diego, CA.	Corporate Officer/Principal	-
Greater Bay Bank, NA	Corporate Officer/Principal	-
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Chief Administrative Officer	-

See the detail of Yale I. Kofman's experience

Training of Yale I. Kofman

Lewis & Clark College (Oregon)

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies