Northern California Investment Management Team

Brett W. Berry, CFA

Brett W. Berry is a Senior Managing Director and Portfolio manager at First Republic Investment Management.

Berry has 27 years of investment business experience. He joined First Republic Investment Management in 2006. In his current role, he manages portfolio asset allocation and security selection, client relationships and assists in the firm's business development effort. Prior to joining First Republic, Berry was a Senior Vice President and Portfolio Manager for U.S. Trust Company. Prior to his role at U.S. Trust, he was a Senior Vice President at Bailard, Biehl & Kaiser. Berry has also held analyst positions with Hughes Investment Management Company and Wilshire Associates.

Berry received his Bachelor of Arts degree at California State University, Long Beach and his MBA at University of Southern California, Los Angeles. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. He has also taken extra-curricular course work in the field of Behavioral Finance.

Wealth Management Experience: 28 Years

Sean F. Bricmont, CFA, CPWA

Sean F. Bricmont is a Managing Director and Portfolio Manager at First Republic Investment Management.

Bricmont joined First Republic 2006 where he works primarily on larger and more complex client situations. Prior to First Republic, Bricmont was a Portfolio Manager at Nelson Capital Management working primarily with individual high-net-worth investors. At Nelson Capital Management, Bricmont specialized in US Large Cap Growth equity as well as Socially Responsible Investing (SRI).

An active member of the community, Bricmont is a current board member of the Marin Brain Injury Network located in Larkspur, CA.

Bricmont received his Bachelor of Arts degree in Economics from Northwestern University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Bricmont also holds the Certified Private Wealth Advisor (CPWA) designation, an advanced wealth management credential focused on the specific challenges facing high-net-worth investors.

Wealth Management Experience: 10 Years

Douglas R. Clough, CFP^®

Douglas R. Clough is a Vice President and Wealth Advisor at First Republic Investment Management.

Clough joined First Republic Investment Management in 2006. Prior to joining the firm, Clough worked at Charles Schwab & Company for over 10 years. He was a Financial Consultant in Schwab's Oakland office for four years, and prior to that he managed their retail leasing team as Director of Branch Real Estate. Before joining Schwab, Clough worked in the real estate industry for 12 years, performing construction lending, asset disposition, and investment real estate brokerage.

Clough is a member of the San Francisco Financial Planning Association, and on the Board of Directors of Ala Costa Centers, a non-profit that serves the needs of developmentally-disabled youth.

After earning his Bachelor's degree in Sociology from Brown University, Clough received a Master of Business Administration from the University of California at Berkeley.

Wealth Management Experience: 10 Years

Tom Egan

Tom Egan is a Managing Director and Portfolio Manager at First Republic Investment Management.

Egan joined First Republic Investment Management in 2004. He began his career in the investment advisory business in 1997 when he joined Bay Isle Financial Corporation as a portfolio manager. He had been a client of Bay Isle for 3 years, previous to making a career change and joining the firm. Egan spent the first 25 years of his professional life in the retail industry, and held multiple positions in the Merchandising and Product Development areas of the business. He worked for six different public companies during his retail career, including Federated Department Stores, Associated Dry Goods, Carter Hawley Hale, Williams-Sonoma, Abercrombie & Fitch, and Phillips-Van Heusen. In his last position at PVH, he was Senior Vice President of Merchandising.

Egan holds an MBA from Xavier University in Cincinnati, with an undergraduate degree in Accounting & Finance from Miami University of Ohio.

Wealth Management Experience: 15 Years

Anne B. Golden, CFP^®

Anne B. Golden is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Golden joined First Republic Investment Management in 2003. Prior to First Republic Investment Management, she was a Managing Director, Principal and Senior Portfolio Manager with Montgomery Asset Management from 1995 to 2003. From 1983 to 1995, Golden was a Senior Vice President and Portfolio Manager at Bailard Biehl and Kaiser, Inc. She was also a Portfolio Manager at Cole Financial Group from 1977 to 1983. Golden was also a Municipal Bond Analyst/Trader at L.F. Rothschild & Co., and a Stock/Bond Broker.

An active member of the community, Golden served as a member of the Charles Schwab Institutional Advisory Board from 2001 to 2003, was the 1998 President of the Financial Women's Association of San Francisco. Golden was a member of the Board of Regents of John F. Kennedy University where she served as the Chair of the Board from 1990-1998, as well as Chair of the Finance Committee from 2002-2006. She is also on the board of Music in the Vineyards of Napa Valley, where she resides.

Golden received her Bachelor of Arts degree from the University of Colorado, is a Certified Financial Planner and has 30 years of investment experience.

Wealth Management Experience: 38 Years

Philip Hill, CFA

Philip Hill is a Managing Director and Portfolio Manager at First Republic Investment Management.

Hill has over 13 years of experience in the financial services industry, much of that as a Portfolio Manager and Investment Advisor to high-net-worth clients. Prior to joining First Republic, Hill was a Senior Vice President at U.S. Trust, where he managed individual stock and bond portfolios as well as mutual fund and ETF allocation strategies. Hill also has experience as an Economic Analyst and as a Futures Trader and is well versed in macroeconomic analysis and the intricacies of the global financial markets.

Hill received his Bachelor of Arts degree in Sociology from the University of California at Los Angeles and his MBA with an emphasis in Finance and Economics from the University of San Francisco. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco.

Wealth Management Experience: 14 Years

William King, CFA

William King is a Managing Director and Portfolio Manager at First Republic Investment Management.

King has over 22 years experience in the investment business. He joined First Republic in 2003. For the previous eight years, he was a Portfolio Manager and Analyst at Montgomery Asset Management; and for five years at Highmark Capital Management owned by Bank of California. King's prior experience includes managing portfolios for institutional and private clients and managing mutual funds. His earlier work experience also includes working as a financial manager for Kaiser Aluminum and Chemical Corporation.

King holds a Chartered Financial Analyst (CFA) designation and is an active committee member with the San Francisco CFA Society. He graduated from the University of Oregon with an MBA Degree and from St. Mary's College with a Bachelor's Degree in Economics.

Wealth Management Experience: 23 Years

Kristin Nicholson, CFA, CFP^®

Kristin Nicholson is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Nicholson has 18 years experience in the investment industry where she focuses on helping her clients with their investments as well as their wealth management planning needs. Prior to First Republic, Nicholson was a Portfolio Manager at Bay Isle Financial, which was later acquired by First Republic Bank. Preceding Bay Isle, Nicholson spent five years, beginning in 1996, with a Marin-based investment firm, analyzing stock and assisting in the investment management of the firm's client portfolios. She previously spent time in the Czech Republic, where she worked in the stock research department of the largest brokerage firm in the country, ultimately heading the firm's research efforts in Poland. Nicholson began her investment career as part of the MBA Enterprise Corps, a non-profit organization providing management support to local firms in emerging markets.

Kristin holds both a Chartered Financial Analyst and Certified Financial Planner designation and is a member of the San Francisco Analysts Society. She received her MBA degree from University of California, Berkeley in 1993.

Wealth Management Experience: 19 Years

Libby Palomeque, CFP^®, CGRS

Libby Palomeque is a Managing Director and Portfolio Manager at First Republic Investment Management.

Palomeque has 18 years experience in the investment business. Prior to First Republic, she was employed as a Portfolio Manager at Bay Isle Financial for twelve years. While Palomeque serves a diverse cross-section of clients, she has two areas of specialty: working with clients who wish to learn more about the investment arena, and working with clients who are in times of emotional transition. Palomeque is currently at work on her first book, an investment primer written for the newly bereaved.

Palomeque is a volunteer group leader for the Grief Recovery Institute, and a passionate advocate for Women for Women International, a charity that helps women in war-torn countries rebuild their lives. She is also a member of the San Francisco Financial Planners Association.

In addition to her Certified Financial Planner designation, Palomeque is a Financial Life Planner, a Certified Divorce Financial Analyst, a Certified Grief Recovery Specialist, and a Level Two Degriefing Practitioner.

Wealth Management Experience: 19 Years

Randy J. Peterson, CFA

Randy J. Peterson is a Portfolio Manager and Managing Director at First Republic Investment Management.

Peterson joined First Republic Investment Management in 2006. Prior to that, he was with U.S. Trust Company from 1998 to 2006, where he served as a Senior Portfolio Manager and Senior Vice President. Peterson worked in both the Portland, Oregon and San Francisco, California offices of U.S. Trust, managing over $650 million in multi asset class portfolios for wealthy families and institutions. Prior to U.S. Trust, Peterson was an Investment Officer in the Investment Management Group at Wells Fargo in San Francisco.

Peterson received his Bachelor of Science in Business Administration from The University of Colorado, Boulder and his MBA in Finance from the University of Oregon. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco.

Wealth Management Experience: 20 Years

Gary Pollock, CFP^®, Ph.D.

Gary Pollock is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Pollock joined First Republic Investment Management in 2004. Prior to this, Pollock was the co-founder and President of Bay Isle Financial where he managed the operations and investment process for individual clients. Pollock co-founded Bay Isle Financial in 1986 and built their assets under management to over $1 billion by 2000. Prior to co-founding Bay Isle, he developed his analytical skills through a doctorate in engineering followed by almost twenty years of financial, management, and planning experience at Chevron Corporation.

An active member of the community, Pollock has been a founding board member of the Presidio School of Management, and a past president of the San Rafael School Board in addition to being on the boards of several local arts groups.

Pollock has a Ph.D. in Chemical Engineering from McMaster University in Canada and is a Certified Financial Planner.

Wealth Management Experience: 26 Years

Devon Porpora

Devon Porpora is a Managing Director and Portfolio Manager at First Republic Investment Management.

Porpora joined First Republic in 1999, where he began as the technology analyst before transitioning to his current role as Portfolio Manager. Prior to First Republic, Porpora worked as a floor trader on the New York Stock Exchange. He began work in the investment banking field in Hong Kong, China. Porpora has been a guest on CNBC Europe and CNN Asia.

Porpora helped found, and is current CEO of, HEAL in 2003. HEAL is a not-for-profit corporation which assists financially strained wounded soldiers returning from our current overseas conflicts. HEAL raised over $300,000 and helped over 100 wounded and decorated veterans and their families avoid foreclosure, eviction and asset seizure.

Porpora graduated from Yale University with an economics degree and also studied at Beijing University in China.

Wealth Management Experience: 14 Years