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.

  • Your Needs
    Serving your wealth management needs
    • Financial Education

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

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      Investments

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

    • business icon

      Business Planning

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

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      Wealth Transfer

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

    • philanthropy icon

      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

  • Your Team
    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

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    Susie Cranston

    Executive Vice President
    First Republic Investment Management

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    Kelly Johnston

    President
    First Republic Trust Company

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    Brian Riley

    Executive Vice President
    Private Wealth Management

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    David Tateosian

    President
    First Republic Securities Company

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    Bob Thornton

    Executive Vice President and President, Private Wealth Management

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    Chris Wolfe

    Chief Investment Officer
    First Republic Private Wealth Management

  • Our Approach
    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.

    Firm Overview
    • Assets Under Management & Administration
      (as of 6/30/16)

      $75.8 B
    • Average Experience of Professionals

      22 Years
  • Services
    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. Because we don't have proprietary mutual fund products, we are able to provide a broad range of brokerage, trading and custody services.

    • Trust Services

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

    Additional Services
Resources

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.