Mr. Pace focuses his practice on comprehensive wealth planning and investment management services for individuals, families and institutions. He helps clients pinpoint their objectives, cash flow needs, and risk tolerance and as a result designs an investment strategy to meet the clients’ unique needs while actively managing risk.
Prior to joining First Republic, Mr. Pace was a Senior Portfolio Manager, Senior Vice President and Wealth Management Advisor for Merrill Lynch Global Wealth Management. Before joining Merrill Lynch in 2009, he was a Principal at Bernstein Global Wealth Management where he advised clients for 10 years.Mr. Pace earned his Bachelor of Arts degree in Political Science at Brigham Young University before earning his Juris Doctor degree from Brigham Young's J. Reuben Clark Law School. Prior to his career in wealth management, he practiced law in California.
Wealth Management Experience: Since 1999
Check the background of this investment professional on FINRA's BrokerCheck.