Mr. Beaty has more than 18 years of experience in the investment industry. Before joining First Republic, he was a Private Client Advisor with U.S Trust, where he advised clients in the areas of asset allocation, investment management, estate and wealth transfer planning, and alternative investments. Previously, he was an Investment Consultant and Office Director for City National Bank’s wealth management group in San Francisco and a Director of Business Development at Scudder Private Investment Counsel.
Mr. Beaty has served in various leadership positions for several area nonprofits. He is an advisory board member and former board chair of the Greater Bay Area Make a Wish Foundation, a professional advisor committee member of the East Bay Community Foundation and an advisory board member of the Moraga Education Foundation.
Mr. Beaty received a Bachelor’s degree in business administration from the University of Iowa and holds the Certified Financial Planner designation.
Wealth Management Experience: 18 Years
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