Before joining First Republic Investment Management in 2004, Mr. Pollock was the cofounder and president of Bay Isle Financial where he managed the operations and investment process for individual clients. He helped establish Bay Isle Financial in 1986 and built its assets under management to more than $1 billion by 2000. Previously, he developed his analytical skills through 20 years of financial, management and planning experience at Chevron Corp.
Mr. Pollock has broad experience in developing tax-efficient, customized portfolios for families. His close involvement with his clients nearing retirement or in retirement has led to his extensive experience in the development of stable income streams from portfolios and the implementation of tax strategies and understanding the logistics involved with IRA and pension distributions.
Mr. Pollock has also been an active member of the community. He was a founding board member of the Presidio School of Management and was a past President of the San Rafael School Board. In addition, he has been on the boards of several local arts and education groups.
Mr. Pollock has been recognized as a 2019 California Best-In-State Wealth Advisor by Forbes.1
Mr. Pollock has a Doctorate in Chemical Engineering from McMaster University in Canada and is also a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 1986
1Professionals were eligible for this list with ranking determination based on quantitative criteria including individual, as well as team, assets under management and revenue generated; and on qualitative measures derived from telephone and in-person interviews and surveys including service model, investing process, client retention, industry experience and firm nominations. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
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