San Francisco Team

David Tateosian, President of Brokerage Services

David Tateosian is President of First Republic Securities Company.

Tateosian assumed the role of President of First Republic Securities Company in 2003. Before joining First Republic, Tateosian was Senior Managing Director of brokerage and trading services for NYSE member firm Preferred Trade, Inc. in San Francisco, where he was responsible for the management and business development of the firm's Retail and Institutional Agency business lines. Prior to that, Tateosian spent 10 years at Fidelity Investments, most recently as Vice President and Manager of Fidelity's retail investor centers in San Francisco and Palo Alto.

Tateosian serves on the San Francisco SPCA Board of Directors where he has been its Treasurer and currently chairs its Investment and Audit Committees.

Tateosian earned his Bachelor of Science degree from the University of Vermont. He is a FINRA Arbitrator.

James Buckley

James Buckley is a Senior Managing Director at First Republic Securities Company.

Buckley comes to First Republic with over 40 years of experience in the securities industry beginning at Merrill Lynch & Co. in the Junior Executive Training Program. His 40 years in the investment industry include the following positions: Managing Director at Deutsche Bank Alex Brown's Private Client Services Division in San Francisco, Vice President of Investment Services at Credit Suisse First Boston, Senior Vice President and Director, Shearson Lehman Brothers, President and CEO of Davis Skaggs and Co., which was sold to Shearson Lehman Brothers, and Regional Manager and member of the board of directors of Blyth Eastman Dillon, which was merged with UBS Paine Webber.

Active in the community, Buckley currently serves as Chairman of the Investment Committee of the Archdiocese of San Francisco and is the former Chairman of the Investment Committee of Catholic Healthcare West.

Buckley graduated with a Bachelor of Science degree from Boston College.

Wealth Management Experience: 47 Years

Brian T. Chinn, CFP^®

Brian T. Chinn is a Vice President and Investment Consultant at First Republic Securities Company.

Chinn has 13 years of experience consulting clients on their investments. Prior to joining First Republic, Chinn was a Financial Planning Consultant with Fidelity Investments in San Francisco working with individuals and small businesses on investment strategies and retirement planning. Prior to Fidelity, Chinn was a Financial Executive with Citicorp Investment Services where he partnered with colleagues within Citibank to develop investment solutions for bank clientele.

Chinn is a Certified Financial Planner™. He holds a Bachelors of Science degree in Political Science from the University of Oregon and a Certificate in Personal Financial Planning from the University of California at Berkeley. Chinn is also a member of the Financial Planning Association.

Wealth Management Experience: 13 Years

John Froley, CFP^®

John Froley is a Managing Director at First Republic Securities Company.

Froley has over 17 years of experience in the investment business, beginning his career as an Analyst at Gabelli Funds in Rye, NY and later as a Senior Analyst in San Francisco at Van Kasper & Company, later purchased by Wells Fargo Bank. Prior to joining First Republic in 2008, Froley provided investment management and financial planning services to private clients in the San Francisco Bay Area at Bank of America and AXA.

Froley holds the Certified Financial Planner designation. He serves as a member of the Board of Trustees for the San Francisco Waldorf School.

Froley graduated from the University of California, Santa Barbara with a B.A. degree in English.

Wealth Management Experience: 18 Years

Laura Harrison Ward

Laura Harrison Ward is a Senior Managing Director and Regional Sales Manager at First Republic Securities Company.

Prior to joining First Republic Securities in 2005, Ward spent 19 years at Smith Barney and its predecessor firms where she worked with high net worth individuals, hedge funds and money managers as Senior Vice President - Investments.

Ward is currently an active board member and past President of the City Youth Now charitable organization in San Francisco, which supports youth in the San Francisco foster care and juvenile justice systems.

Ward graduated from Colorado State University with a Bachelor of Science Degree.

Wealth Management Experience: 27 Years

Diane Kohler

Diane Kohler is a Vice President at First Republic Securities Company.

Kohler has been working with high net worth investors, and their families, for more than 20 years. Throughout her career, she has assisted investors with the management of investment portfolios while at Lehman Brothers, Hambrecht & Quist, and Merrill Lynch. At First Republic she works with a diverse client base that includes seasoned investors, as well as those with limited experience, who look for guidance from an experienced and patient advisor.

Kohler is a Rotarian with The Rotary Club of San Francisco #2, and serves on the Community Service Committee. She is a passionate advocate for women who are working to escape poverty and provide for their families.

Wealth Management Experience: 27 Years

Aaron R. Nichols

Aaron R. Nichols is a Vice President and Investment Consultant at First Republic Securities Company.

Nichols has 14 years of financial services, wealth management, and consulting experience. Prior to joining First Republic, Nichols was a Vice President and Financial Consultant with Charles Schwab where he was a trusted partner to high net worth individuals, families, as well as venture capital and private equity firms. Nichols previously served as Vice President and Business Development Officer for U.S. Trust Company as well as President and CEO of Nichols Research.

Nichols graduated from San Jose State University with a Bachelor of Science degree.

Wealth Management Experience: 14 Years

Sam Schoner

Sam Schoner is a Senior Managing Director at First Republic Securities Company.

Schoner has more than 23 years of experience in the securities industry specializing in the management of middle-market businesses and high net worth individuals. He is responsible for assisting individual and business clients in structuring and managing investment portfolios.

Prior to joining First Republic Bank, Schoner served as Vice President of Merrill Lynch's Private Client Group and as Vice President of the Capital Markets Group at Union Bank of California. He has been with First Republic Bank since 2001.

Schoner has a Bachelor of Science degree in Finance from California State University, Chico.

Wealth Management Experience: 26 Years