Jared Katzman

Jared Katzman

Wealth Manager, First Republic Investment Management
New York

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, First Vice President and Portfolio Manager. Mr. Katzman focuses on portfolio management and business development, as well as the construction of comprehensive wealth management strategies.

Mr. Katzman earned his bachelor’s degree in Business Management and MBA in Marketing from Lynn University.

Mr. Katzman has been recognized as a Forbes Top Next-Gen Wealth Advisor.

Wealth Management Experience: Since 2009

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.

Check the background of this investment professional on FINRA’s BrokerCheck.