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Monika Mugg

Portfolio Manager, First Republic Investment Management

Southern California

Monika Mugg is a Senior Vice President at First Republic Investment Management.

Ms. Mugg joined First Republic through the acquisition of Luminous Capital, where she served as a Financial Adviser since 2008. Prior to joining Luminous Capital, she spent three years as a Financial Analyst at the Private Banking and Investment Group at Merrill Lynch. Before Merrill Lynch, Ms. Mugg was a Manager at Accenture, where she collaborated with senior executives to develop and implement strategic programs for technology companies.

Ms. Mugg received her Bachelor of Arts in economics and accounting from the University of California, Los Angeles (UCLA) in 1999. She is a Certified Financial Planner (CFP®) and earned a Certificate in Personal Financial Planning, with distinction, from UCLA Extension in 2008.

Wealth Management Experience: 10 Years

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