Prior to joining First Republic in 2016, he served as the Chief Investment Officer for Merrill Lynch’s Private Banking and Investment Group and, most recently, as the Head of Merrill Lynch Chief Investment Office. Prior to that, Mr. Wolfe was Global Head of Equities at JP Morgan Securities/JP Morgan Private Bank, and held research management roles at Lincoln Capital and Dover Management.
Mr. Wolfe received his Bachelor of Science degree from the University of Rhode Island, and his Master of Business Administration from Columbia University. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 1990
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