Diane Kohler is a Managing Director at First Republic Investment Management. Ms. Kohler has been working with high net worth investors and their families for more than 25 years. Throughout her career, she has assisted investors with the management of investment portfolios while at Lehman Brothers, Hambrecht & Quist, and Merrill Lynch. She works with a diverse client base that includes seasoned investors, as well as those with limited experience, who look for guidance from an experienced and patient advisor.
Ms. Kohler served on the Board of The Rotary Club of San Francisco #2 and as Membership Director. She is a mentor with the She-Can organization working to equip and empower young women from post-conflict countries to become leaders through education.
Ms. Kohler is a member of the Institute for Divorce Financial Analysts (IDFA) and the American Institute of CPAs (AICPA).
Wealth Management Experience: 27 Years
Check the background of this investment professional on FINRA's BrokerCheck.