Wendi Doyle is a Managing Director and Wealth Manager at First Republic Investment Management.
Ms. Doyle has over thirty years of private banking and investment advisory experience working with multi-generational wealthy families, family offices and business managers. Prior to joining First Republic, Ms. Doyle spent over twenty years at JP Morgan, where she served as the manager of the JP Morgan Private Bank in Southern California from 2001-2004. Her previous experience also includes client advisory roles at Credit Suisse Private Bank and Lehman Brothers.
Ms. Doyle provides her clients with wealth management guidance including financial planning, asset allocation and investment strategies, lending, banking and fiduciary services. She works in close coordination with her clients’ other advisors such as CPAs, attorneys, family office personnel, and outside investment professionals.
Ms. Doyle earned her bachelor’s degree in Psychology from Barnard College/Columbia University. She served many years on the Board of Directors for the American Cinematheque and The Bogart Foundation for Pediatric Cancer Research.
Wealth Management Experience: Since 1983
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