Wealth Manager, First Republic Investment Management
Jared Katzman is a Vice President and Wealth Manager with First Republic Investment Management.
Mr. Katzman joined First Republic in 2020. Previously, he spent over a decade at Morgan Stanley Private Wealth Management, where he was an Alternative Investments Director, a First Vice President and a Portfolio Manager. Mr. Katzman focuses on portfolio management and business development, as well as the construction of comprehensive wealth management strategies.
Mr. Katzman has been recognized as a Forbes Top Next-Gen Wealth Advisor.
Mr. Katzman earned his bachelor’s degree in Business Management and MBA in Marketing from Lynn University.
Wealth Management Experience: Since 2009