Before joining First Republic in 2015, Mr. Gilbert served as a Vice President and Relationship Manager at Credit Suisse in Private Banking North America, located in West Palm Beach, Florida. Mr. Gilbert was responsible for advising affluent families and institutions, as well as trusts, estates, foundations and endowments. In addition to his investment advisory practice, he worked closely with his clients’ legal and tax advisors on matters including tax and estate planning, the management and liquidation of concentrated stock portfolios and the sale of privately held businesses. Prior to Credit Suisse, Mr. Gilbert worked at Bernstein Global Wealth Management for five years as an Assistant Vice President and Client Advisor.
Mr. Gilbert is currently a member of the Jupiter Medical Center Foundation Planned Giving Advisory Council, the University of Florida Alumni Association, and an active member at St. Mark’s Episcopal School and Church.
Prior to earning his MBA from the University of Florida, Mr. Gilbert received his Bachelor of Science degree in Business Administration with a concentration in Finance from Purdue University. Mr. Gilbert is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2005
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