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Anne B. Golden

Wealth Manager, First Republic Investment Management
Northern California
Anne B. Golden is a Senior Managing Director and Wealth Manager at First Republic Investment Management.

Before joining First Republic Investment Management in 2003, Ms. Golden was a Managing Director, Principal and Senior Portfolio Manager with Montgomery Asset Management from 1995 to 2003. From 1983 to 1995, she was a Senior Vice President and Portfolio Manager at Bailard Biehl and Kaiser Inc. She also was a Portfolio Manager at Cole Financial Group from 1977 to 1983, a municipal bond analyst/trader at L.F. Rothschild & Co. and a stock/bond broker.

An active member of the community, Ms. Golden served as a member of the Charles Schwab Institutional Advisory Board from 2001 to 2003 and was the 1998 President of the Financial Women’s Association of San Francisco. She also was a member of the board of regents of John F. Kennedy University, where she served as chair of the board from 1990-98 as well as chair of the finance committee from 2002-06. 

Ms. Golden received her Bachelor of Arts degree from the University of Colorado. She is also a CERTIFIED FINANCIAL PLANNERTM professional. 



Wealth Management Experience: 38 Years


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