Isaac Richard III

Isaac Richard III

Wealth Manager, First Republic Investment Management
Los Angeles
Isaac Richard III is a Vice President and Wealth Manager with First Republic Investment Management.

Prior to joining First Republic in 2021, Mr. Richard was a Financial Advisor at Morgan Stanley. Mr. Richard’s integrated wealth management approach includes an emphasis on family governance and dynamics, financial planning, strategic multigenerational wealth transfer, pre- and post-liquidity planning, and philanthropy management. He primarily serves successful high net worth families, professional athletes, senior corporate executives and institutions.

Mr. Isaac has been active in his local community for many years. He founded the Isaac Richard Family Foundation, which focuses on providing financial literacy initiatives for underprivileged communities. He is also a member of the Lundquist Institute Corporate Ambassador Board.

Mr. Richard earned his bachelor’s degree in Economics from Pitzer College.

Wealth Management Experience: Since 2016