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J. Robert Bloom Jr.

Chief Equity Strategist, First Republic Investment Management

East Coast

J. Robert Bloom Jr. is a Managing Director and the Chief Equity Strategist at First Republic Investment Management.

Prior to joining First Republic, Bloom served as Chief Investment Officer for Berg Capital. Previously, he served as President and CEO of LF Kapital’s U.S. office. At Friends Ivory & Sime, he held the positions of Partner, Chief Investment Officer, and President and CEO. His background also includes serving as Head of Equity Investments at Manufacturers Hanover Investment Corporation and as Chief Investment Officer for Wertheim Asset Management Services. He began his career at Metropolitan Insurance Companies, where he headed the equity investment department.

Bloom holds a Bachelor of Science degree in economics from The Wharton School of Finance and an MBA in finance from the University of Iowa.

Wealth Management Experience: 44 Years

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