Mr. Ospina joined First Republic in 2014. In his role as Portfolio Manager, he specializes in the design and management of equity and balanced portfolios for high net worth individuals, organizations, trusts, endowments and foundations with a focus on wealth strategy and wealth planning for his clients. Mr. Ospina brings close to 20 years of wealth management experience to his role.
Mr. Ospina’s prior roles include senior positions with Harvest Capital Strategies LLC, a $1.6 billion manager of high net worth, family offices and institutions. His 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.
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