Mark A. Friedman
Mark A. Friedman
Mark Friedman is a Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Friedman joined First Republic in 2017. Prior to First Republic, he was a Managing Director at UBS Financial Services in their Private Wealth Management division for 10 years. Mr. Friedman spent the previous 15 years at Smith Barney and Merrill Lynch as a Senior Vice President of Investments. Mr. Friedman has over 20 years of experience in the wealth management industry.
Mr. Friedman has been recognized by the Financial Times Top Financial Advisers List1 in 2015 and by Barron's Magazine Top Advisors2 in the country in 2010. He was also recognized by the San Francisco Business Times3 in 2011, 2012 and 2013 as one of the Bay Area's Top Wealth Advisors.
Mr. Friedman holds a Bachelor of Science in Construction Management from California State University, Chico.
Wealth Management Experience: Since 1997
1Recognition was given to The Friedman Group, of which Mr. Friedman was a member. To qualify for the Financial Times Top Financial Advisers list, advisers had to have 10 years of experience and at least $200 million in assets under management (AUM). Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. 2The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. 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. 3NABCAP Premier Advisor award is based on the evaluation of 20 different practice categories such as experience, credentials, assets under management, fee structure, and philosophy among other factors. Recognition was given to The Friedman Group, of which Mr. Friedman was a member.
Check the background of this investment professional on FINRA’s BrokerCheck.