Samuel Hodgson

Samuel Hodgson

Wealth Manager, First Republic Investment Management

Mr. Hodgson is a Managing Director and Wealth Manager at First Republic Investment Management.

Prior to joining First Republic in 2018, Mr. Hodgson was a Managing Director with Merrill Lynch. He began his career in 1991 at Merrill Lynch where he has held a number of positions including financial advisor, producing resident manager, and producing sales manager. Mr. Hodgson uses his years of experience to guide clients with implementing strategies for wealth management, financial and retirement income planning, as well as estate planning services and trust services.

Mr. Hodgson is active in his local community with several organizations including St. Sebastian’s School and Bridge Over Troubled Waters. 

Mr. Hodgson’s work as a financial advisor was recognized by Barron’s in 2014, 2017 and 2018 when he was named “America’s Top Advisor by State”. Forbes also recognized him as a top wealth advisor in Massachusetts in 2017. 

Mr. Hodgson earned his Bachelor’s degree in history from Middlebury College. 

Wealth Management Experience: Since 1991

Forbes ranking is based on the opinions of SHOOK Research, LLC.. Advisors are ranked on quality of practice including client retention, industry experience, assets under management, revenue generated for their firms, and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Check the background of this investment professional on FINRA’s BrokerCheck.