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Alan Zafran

Portfolio Manager, First Republic Investment Management

Northern California

Alan Zafran is a Senior Managing Director and Portfolio Manager at First Republic Investment Management.

Mr. Zafran has served as a financial adviser to wealthy families and institutional investors for the past 26 years. He began his career at Goldman Sachs in 1990 in the Private Client Group. After seven years at Goldman Sachs, Mr. Zafran and his entire team joined Merrill Lynch in 1997, where he helped to build the Private Banking and Investment Group. In May 2008, Mr. Zafran co-founded Luminous Capital, an independent Registered Investment Advisory firm. Luminous Capital had $5.9 billion of assets under management when it was acquired by First Republic Bank in December 2012.

Active in the community, Mr. Zafran serves on the Board of Directors of Venture Lending & Leasing VI, a public-filing Business Development Corporation. He serves on the Board of Trustees of the Castilleja School and the Portola Valley School Foundation Endowment, and he formerly served on the Board of Trustees for the International School of the Peninsula. Among many nonprofit organizations, Mr. Zafran actively supports The Riekes Center For Human Enhancement, the Friendship Circle, the Youth Angels Foundation, and Mercado Global.

Mr. Zafran is a regular Contributor to “the Bloomberg Advantage.” He has been a CNBC-YPO Chief Executive Network Member, a Contributor to Wall Street Week, and has written articles for various financial publications including Forbes and The Street.

Alan was listed as one of Barron’s Top 100 Independent Wealth Advisors in 2014. He was named a 2012 finalist and a 2010 semi-finalist for the Greater Los Angeles Ernst & Young Entrepreneur of the Year Award.

Mr. Zafran holds a B.A.S., Political Science and Economics, from Stanford University, Phi Beta Kappa, and an MBA from Harvard Business School, 1990.

Wealth Management Experience: 26 Years

The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

The Ernst & Young Entrepreneur of the Year awards are given to entrepreneurs who demonstrate extraordinary success in the areas of innovation, financial performance and personal commitment to their businesses and communities. Entrepreneurs are nominated and evaluated by those in each region, including local business, academic and community leaders.

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