Arif Ahmed is a Managing Director and Wealth Manager with First Republic Investment Management.
Prior to joining First Republic in 2019, Mr. Ahmed was a Managing Director at Merrill Private Wealth Management, focused on the firm’s most sophisticated clients. Additionally, he has worked with Silicon Valley entrepreneurs for over two decades. Mr. Ahmed and his team help clients with concentrated stock, estate planning strategies, cash flow modeling and family governance, as well as with endowments, foundations and family office services. His team is responsible for reviewing investment policy statements, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight. Mr. Ahmed began his career at Merrill Lynch in 1998.
Active in his local community, Mr. Ahmed is involved with various Catholic charities and SOME (So Others Might Eat), a nonprofit organization which works to help break the cycle of homelessness.
Wealth Management Experience: Since 1998