In his current role, Mr. Ospina specializes in the design and management of investment portfolios for high net worth individuals, organizations, trusts, endowments and foundations with a focus on strategy and wealth planning for his clients. Mr. Ospina brings close to 25 years of wealth management experience to his role.
Mr. Ospina joined First Republic in 2014. His prior roles included senior positions with Harvest Capital Strategies LLC, a $1.6 Billion manager of high net worth, family offices and institutions. Mr. Ospina’s previous experience also includes roles advising and marketing to institutional clients for Thomas Weisel Partners, WR Hambrecht and Hambrecht & Quist.
Mr. Ospina is a board member at Calvary Nursery School. He received a Bachelor of Science in Business Administration, Finance from Old Dominion University and is a member of the Security Traders Association of San Francisco.
Wealth Management Experience: Since 1997
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
Check the background of this investment professional on FINRA’s BrokerCheck.