Miranda Holmes is a Senior Managing Director, West Coast Regional Team Lead and Advanced Planner at First Republic Investment Management.
Ms. Holmes, who joined First Republic Investment Management in 2012, has over 20 years’ experience advising high and ultra-high net worth clients and their families. She advises on executive compensation and benefits planning, concentrated stock positions, private equity and venture capital interests, family and business entities and risk management solutions. She also consults on trust and estate planning, gifting strategies, philanthropic planning and multigenerational wealth transfer.
Prior to joining First Republic, Ms. Holmes was a Director and Senior Private Planner at UBS Financial Services from 2006 to 2012, Wealth Planning Specialist at Wells Fargo from 2005 to 2006, Financial Planning Specialist at Merrill Lynch from 2000 to 2005, and a Financial Planner at Prudential Financial Planning from 1999 to 2000.
Active in her local community, Ms. Holmes is a member of the Financial Planning Association and sits on the board of directors of the San Francisco Estate Planning Council.
Ms. Holmes is a CERTIFIED FINANCIAL PLANNER™ certificant, and holds her Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered Retirement Planning Counselor℠ designations. She earned her Bachelor of Fine Arts degree in Theatre with honors from the University of California, Santa Barbara.
Wealth Management Experience: Since 1998
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