Mr. Wechsler joined First Republic in 2017 after spending 15 years as a Managing Director and Wealth Manager with the Merrill Lynch Private Banking & Investment Group. He brings over 21 years of wealth management experience working closely with clients to achieve their short and long-term financial goals. Mr. Wechsler directs a range of services including investment strategies, asset allocation and wealth transfer strategies. Mr. Wechsler also advises executives on concentrated equity management, monetization and diversification strategies.
Previous to Merrill Lynch, Mr. Wechsler was a Principal of the Thomas Weisel Partners Private Client Department in San Francisco. He began his career with Montgomery Securities in New York.
Mr. Wechsler is an active supporter of local charities that benefit children, education and cancer research.
Mr. Wechsler is a graduate of Emory University’s Goizueta Business School.
Wealth Management Experience: Since 1996
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