Jason Babb is a Senior Managing Director and Wealth Manager at First Republic Investment Management.
Prior to joining First Republic in 2010, Mr. Babb spent 10 years as a Senior Investment Adviser with Deutsche Bank in New York where he managed $1.1 billion in private client assets. In addition to his investment management responsibilities, Mr. Babb was also a member of Deutsche Bank’s Investment Advisory and Trust Investment Committees. Prior to Deutsche Bank, Mr. Babb spent four years in the U.S. Marine Corps where he achieved the rank of Sergeant (meritoriously).
During his tenure in the investment management industry, Mr. Babb has specialized in the design and management of customized equity and balanced investment solutions for many Ultra High Net Worth individuals, Trusts, Endowments and Foundations.
Mr. Babb has also been recognized as a Top Wealth Advisor in New York by Forbes1 as well as by Barron’s.2
Mr. Babb earned a Bachelor of Science degree in Finance (cum laude) from Ramapo College of New Jersey. He has completed graduate work at the ABA Trust Investment School. Mr. Babb is a CFA® charterholder and is a member of the New York Society of Security Analysts, the CFA Institute, and the New York Marine Executive Association.
Wealth Management Experience: Since 1997
1The ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data. Assets under management are as of 6/30/2017. 2The Barron’s Top Advisor Rankings by State is based on data provided by over 4,000 of the nation's advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked. Assets under management are as of 9/30/17.
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