Mr. Atwood directs the design and development of customized wealth strategies for ultra-high net worth individuals and families nationwide integrating the extensive resources of his team and the greater enterprise. Before joining First Republic in 2018, he spent more than three decades at Merrill Lynch. Mr. Atwood applies the knowledge and insight he has gained from helping families manage, deploy and transfer assets effectively. He is particularly skilled in asset allocation, manager selection/oversight and portfolio construction while being mindful of each client’s cash flow needs and long term objectives. Mr. Atwood savors the relationships he has built with clients over many years engaging with each family’s goals and aspirations in a direct and meaningful way.
Mr. Atwood has garnered numerous national accolades as a Wealth Manager. Barron’s magazine named him one of the Top 100 Financial Advisors from 2012 through 2016 and most recently in 2018. Barron’s also named Mr. Atwood to the list of Top 1,200 Advisors by State from 2012 to 2016 and in 2014 was ranked as the Top Advisor in Massachusetts. Also in 2018, Forbes magazine had a similar ranking and listed Mr. Atwood as the Top Advisor in Massachusetts as well. The Financial Times has also identified Mr. Atwood as one of the Top 400 Financial Advisors from 2012 to 2015.
Active in his local community, Mr. Atwood serves on the boards of Boston City Year and the New England Aquarium and is a former board member of the Wang Center for Performing Arts.
Jim earned his Bachelor of Arts degree in Political Science from the University of Vermont.Wealth Management Experience: Since 2001
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
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