Mr. Porter has 15 years of investment advisory experience working with families to grow and preserve their wealth. Prior to joining First Republic in 2016, he was a Senior Vice President at Merrill Lynch which he joined in 2008. Earlier in his career he worked for Smith Barney as a financial advisor and was also a commercial real estate broker.
Mr. Porter graduated from the University of San Francisco with a Bachelor of Science in finance. Mr. Porter is also a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2004
Check the background of this investment professional on FINRA’s BrokerCheck.