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).1,2
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
1Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
2The 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. 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.
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