Jason Babb is a Senior Managing Director and Wealth Manager with First Republic Investment Management.
Mr. Babb joined First Republic in 2010. Prior to joining First Republic, Mr. Babb spent 10 years as a Senior Investment Advisor 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).
Mr. Babb has also been recognized as a Barron’s Top 100 Independent Wealth Advisor, Top 1,200 Financial Advisor in New York and a Forbes Best In-State Wealth Advisor.
Mr. Babb earned a Bachelor of Science 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 1999
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