Rick DuPont

Rick DuPont

Wealth Manager, First Republic Investment Management
Peninsula/Silicon Valley

Rick DuPont is a Managing Director and Wealth Manager with First Republic Investment Management.

 

Mr. DuPont began his financial career at Merrill Lynch / Bank of America in 2000, where he advanced to Senior Vice President of Investments. Mr. DuPont specializes in providing clients with tailored financial solutions, including pre-retirement planning, retirement planning and portfolio management. He also specializes in concentrated stock strategies and pre-IPO stock planning. Knowledgeable and patient, he applies his extensive experience to understanding his clients’ needs and helping to establish strategies that work for their unique situations.

 

Mr. DuPont earned a Bachelor of Science in Business Administration from the University of San Francisco. He holds the professional designation of Chartered Retirement Planning CounselorSM, CRPC®.

 

Wealth Management Experience: Since 2000

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