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.
-
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
Week in Review:
September 29, 2023A recap of the most impactful world events and market movements
Featured Articles
-
-
Your Needs
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
-
-
The 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
Andrew BurgeSenior Vice President, Chief Administrative Officer
First Republic Investment Management
Nicolas GentinExecutive Vice President
First Republic Investment Management
Amy HongSenior Vice President
Head of PWM Operations, First Republic Investment Management
Richard LombardozziExecutive Vice President
Head of Foreign Exchange
David C. TateosianPresident
First Republic Securities Company
Christopher J. WolfeChief Investment Officer
First Republic Investment 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 March 31, 2023)$289.5 B -
Average Experience of Professionals
22 Years
-
Get Started Today
Our brokerage services professionals welcome the opportunity to develop a customized wealth management solution.
-
Give us a call
Give us a call
Our professionals welcome the opportunity to develop a customized wealth solution.
-
Have us contact you
Have us contact you
If you prefer to have us reach out to you, complete the online form and we will be in touch.
-
Meet the team
Meet the team
First Republic Private Wealth Management prides itself on management experience, stability and continuity.
NOT FDIC INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE