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, 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

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