Brett W. Berry
Brett W. Berry
Brett W. Berry is a Senior Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2006.
Mr. Berry provides tailored wealth strategies and cohesive implementation to a select group of individuals, families and institutions throughout the United States. He is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth. As an investment manager, he specializes in providing creative, thoughtful, tax-sensitive investment solutions with special attention given to risk mitigation. He also has extensive experience in concentrated wealth solutions. As a financial advisor, Mr. Berry is skilled at identifying and prioritizing planning issues and plays a key role, with the firm’s financial planning professionals, in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel.
Brett was recognized as a Top Wealth Advisor in California by Forbes (2018 and 2019) and by Barron’s (2019).
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 from California State University, Long Beach, and his MBA from the University of Southern California. He is a CFA® charterholder 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: Since 1988
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