Private Wealth Management

At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional service to you each and every time.

  • Market Insights

    Resources

    • Week In Review

      The most impactful world events and market movements summarized by our in-house Research Team

    • Quarterly Update

      A deeper dive from our Research Team including quarterly highlights, insights, trends and market returns

    • Spectrum Newsletter

      Exclusive insights from our wealth management team curated for the friends and clients of First Republic

    • Foreign Exchange

      Our commentary on highlights in the world’s currency markets, updated daily

    ARTICLES BY PRIVATE WEALTH MANAGEMENT PROFESSIONALS

    • Closing the Gender Gap on Money Matters

      Holding more than 50% of personal wealth in the US, women end up taking a backseat to their male partners when it comes to managing that wealth. Many women cite reasons such as feeling uninformed or fear of slowing down the process. Find out tools you can use to take back control of your financial wealth with confidence.

    • How an Investment Policy Statement Can Positively Impact Your Portfolio

      An Investment Policy Statement (IPS) is critical for individual investors for a number of important reasons. We discuss the considerations investors should include when creating an IPS.

    • The Power of Purposeful Aging

      Paul Irving says preparing for our later years means more than health and financial planning. Learn his vision for a purposeful and productive third stage.

    • Values: Shaping Your Legacy With Intention

      There's a strong connection between family wealth and values that can often be passed through storytelling. Here's how stories help to share finances.

  • Services

    • Investment Management Services

      First Republic Investment Management, an SEC Registered Investment Advisor, offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.

    • Brokerage Services

      At First Republic Securities Company, LLC (Member FINRA/SIPC) we tailor investment solutions for our clients and provide a broad range of brokerage, trading and custody services.

    • Trust Services

      First Republic Trust Company takes a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making.

    Serving your wealth management needs

    • Financial Education

      Whatever stage you are at in your life or career, our experienced professionals work with you... More

    • Investments

      We listen first to take into account your individual objectives, investment timeline and tolerance... More

    • Business Planning

      At First Republic we coordinate with you and your team to address, among other issues, tax... More

    • Wealth Transfer

      We work with you to do so in the most efficient way possible, minimize estate taxes, and... More

    • Philanthropy

      We can work closely with your organization to help meet its unique investment goals... More

    • Retirement

      You’ve worked hard to get to where you are. We will work with you to understand your goals and... More

  • Private Wealth Management Bios

    First Republic has a wealth management team with an average of twenty two years experience available to serve your needs — whether investment management, brokerage or trust services. Meet the Entire Team

    Andrew Burge
    Andrew Burge

    Chief Administrative Officer
    First Republic Private Wealth Management

    Susie Cranston
    Susie Cranston

    Executive Vice President
    First Republic Investment Management

    Nicolas Gentin
    Nicolas Gentin

    Executive Vice President
    First Republic Investment Management

    Amy Hong
    Amy Hong

    Chief Compliance Officer
    First Republic Investment Management

    Kelly Johnston
    Kelly Johnston

    President
    First Republic Trust Company

    Chris Liuzzi
    Chris Liuzzi

    Senior Vice President
    First Republic Private Wealth Management

    Richard Lombardozzi Jr.
    Richard Lombardozzi Jr.

    Head of Foreign Exchange
    Foreign Exchange

    David C. Tateosian
    David C. Tateosian

    President
    First Republic Securities Company

    Robert L. Thornton
    Robert L. Thornton

    Executive Vice President and President
    First Republic Private Wealth Management

    Christopher J. Wolfe
    Christopher J. Wolfe

    Chief Investment Officer
    First Republic Private Wealth Management

  • Relationship Based Approach

    What sets First Republic apart is that we have made it our mission to understand and respond to clients' needs with customized solutions, while striving to deliver an unparalleled level of service every step of the way. We work together as a collaborative team to address a client’s complete financial picture and excel at consistent and timely client communications. Our main objective for every portfolio is to create a complete and integrated set of solutions to meet each client’s long-term financial objectives and goals.

    First Republic Product and Services Wheel Graphic

    Firm Overview

    • Assets Under Management & Administration
      (as of June 30, 2020)

      $155.8 B
    • Average Experience of Professionals

      22 Years

Get Started Today

Our brokerage services professionals welcome the opportunity to develop a customized wealth management solution.

Investments through First Republic Investment Management and First Republic Securities Company, LLC, are:

NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.