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Kim Ip

Portfolio Manager, First Republic Investment Management

Southern California

Kim Ip is a Managing Director at First Republic Investment Management.

Ms. Ip has over 20 years of experience in the financial services industry, and was named one the "Top 50 Women in Wealth" by WealthManagerWeb's online publication in 2010 and 2011. She joined First Republic in December 2012 when the independent advisory firm she co-founded, Luminous Capital, was acquired. At the time of the acquisition, Luminous Capital managed $5.9 billion in assets. At Luminous Capital, Ms. Ip was the Chief Investment Officer and advised select clients. Previously, Ms. Ip served as head of research and operations for an $8 billion team at Merrill Lynch’s Private Banking & Investment Group. She also spent 12 years in investment banking at major firms, including Merrill Lynch and Lehman Brothers, where she was responsible for raising approximately $5 billion in capital (both publicly-offered and privately-placed).

Ms. Ip is active in her community, supporting GO Campaign, a nonprofit that focuses on improving the lives of orphans and vulnerable children around the world by partnering with local heroes to deliver local solutions. She is also a supporter of South Central Gifted Scholars and Much Love Animal Rescue.   

Ms. Ip received her Bachelor of Science in Economics from Rutgers University and earned an MBA in Finance from the New York University’s Stern School of Business. She holds a Certified Investment Management Analyst (CIMA) designation from the Wharton School at the University of Pennsylvania.

Wealth Management Experience: 20 Years

Check the background of this investment professional on FINRA's BrokerCheck.