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Brett W. Berry

Wealth Manager, First Republic Investment Management

Northern California

Brett W. Berry is a Senior Managing Director and Wealth Manager at First Republic Investment Management, which he joined 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.

Mr. Berry has close to 30 years of investment business experience. Before joining First Republic, he was a Senior Vice President and Portfolio Manager for U.S. Trust Company. Previously, he was a Senior Vice President at Bailard, Biehl and Kaiser. He also has held analyst positions with Hughes Investment Management Company and Wilshire Associates.

Mr. Berry received his Bachelor of Arts degree from California State University, Long Beach, and his MBA from the University of Southern California. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He also has taken extracurricular course work in the field of behavioral finance.

Wealth Management Experience: 28 Years

Check the background of this investment professional on FINRA's BrokerCheck.