Mr. Pace focuses his practice on comprehensive wealth planning and investment management services for individuals, families and institutions. He helps clients pinpoint their unique objectives, cash flow needs, and risk tolerance and as a result designs and develops investment strategies to optimize return while actively managing risk. He is particularly skilled in constructing and managing portfolios that focus on asset allocation strategy, manager selection and oversight, and investing in traditional and alternative investments from the public and private capital markets.
Prior to joining First Republic, Mr. Pace was a Portfolio Manager, Vice President and Wealth Management Advisor for Merrill Lynch Global Wealth Management. Before joining Merrill Lynch in 2009, he was in leadership and management at Medtronic and Takeda Pharmaceuticals.
Mr. Pace received his Bachelor of Arts in Economics from Brigham Young University and his MBA from the Graziadio School of Business and Management at Pepperdine University.
Mr. Pace holds the Chartered Retirement Planning CounselorSM, CRPC® designation.
Wealth Management Experience: Since 2009
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