Kevin E. Barnes
Kevin E. Barnes
Kevin E. Barnes is a Managing Director and Wealth Manager at First Republic Investment Management.
Prior to joining First Republic in 2016, Mr. Barnes was a Managing Director and Private Wealth Advisor at Merrill Lynch Private Banking and Investment Group where he worked alongside ultra affluent families by providing financial planning and asset management services. Prior to Merrill Lynch, Mr. Barnes was a Managing Director at Robertson Stephens. Prior to Robertson Stephens, he was a Managing Director in the Private Client Department at Montgomery Securities.
Mr. Barnes has been named among the top advisors in the United States in several publications including Barron’s Top 1,000 Advisors1, Barron's Top 45 Wealth Managers in the Bay Area2, and the San Francisco Business Times Bay Area list of Top Wealth Advisors.3
Mr. Barnes currently is a member of the board of trustees of Mount Tamalpais School, a K-8 private school in Marin County where both of this children attended school. He also served on the board of Trustees of the Martis Camp Community Foundation from 2010-2017, a Non-Profit organization set up to raise funds for the benefit of the greater Truckee area.
Mr. Barnes earned his Bachelor of Arts in Economics from Pepperdine University, graduating Class Valedictorian and Summa Cum Laude as well as his Masters in Business Administration from the UCLA Anderson School of Management. Mr. Barnes is a CERTIFIED FINANCIAL PLANNERTM professional and Chartered Financial Consultant®.
3The annual ranking is based on Bay Area assets managed for individual clients. San Francisco Business Times does not receive compensation in exchange for rankings. Rankings reflect solely and exclusively the volume of assets managed or administered.
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