Todd Halbrook is a Managing Director and Wealth Manager at First Republic Investment Management.
Prior to joining First Republic in 2018, Mr. Halbrook was a Managing Director with the Wells Fargo Private Client Group. As a managing director, he provided tailored guidance and advice that addressed the specific goals of his high net worth individuals, families and businesses. Mr. Halbrook began his career at Smith Barney in 1995.
Mr. Halbrook holds a Bachelor’s degree from Pepperdine University and an MBA from The University of California, Irvine. He also is a CERTIFIED FINANCIAL PLANNERTM professional.
Mr. Halbrook sits on the Advisory Board for the Center for Investment Wealth Management at the University of California Irvine’s Paul Merage School of Business.
Wealth Management Experience: Since 1996
Check the background of this investment professional on FINRA’s BrokerCheck.