Wealth Manager, First Republic Investment Management
Southern CaliforniaWendi Doyle is a Managing Director and Wealth Manager at First Republic Investment Management.
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 roles at Credit Suisse Private Bank and Lehman Brothers. Ms. Doyle has over thirty years of private banking and investment advisory experience working with individuals, family offices and business managers.
Ms. Doyle has provided her clients with wealth management guidance including asset allocation and investment strategies, lending, corporate finance, banking and fiduciary services. She works in close coordination with her clients' advisors such as CPAs, attorneys, family office personnel, next generation family members and other investment professionals.
Ms. Doyle received a BA in Psychology from Barnard College/Columbia University. She is an active member of the Board of Directors of the American Cinematheque.
Years of Experience: 35 years
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