Private Wealth Management Team

Private Wealth Management Team

First Republic Private Wealth Management prides itself on management experience, stability, and continuity. Find out more about our professionals below.

Mark W.  Alibrandi
Mark W. Alibrandi

Wealth Manager
First Republic Investment Management

Theresa  Allen
Theresa Allen

Wealth Manager
First Republic Investment Management

Danielle Ambrose
Danielle Ambrose

Wealth Manager
First Republic Investment Management

Al Antonitis
Al Antonitis

Wealth Manager
First Republic Investment Management

Brian Araki
Brian Araki

Financial Planner
First Republic Investment Management

David Arizini
David Arizini

Wealth Manager
First Republic Investment Management

A. Alexander Arnold III
A. Alexander Arnold III

Wealth Manager
First Republic Investment Management

Kristin Ashman
Kristin Ashman

Managing Director
First Republic Trust Company

Jeffrey Atwood
Jeffrey Atwood

Wealth Manager
First Republic Investment Management

James Atwood
James Atwood

Wealth Manager
First Republic Investment Management

Jason  Babb
Jason Babb

Wealth Manager
First Republic Investment Management

Matthew Babrick
Matthew Babrick

Wealth Manager
First Republic Investment Management

Karin J. Barber
Karin J. Barber

Regional Team Lead
First Republic Trust Company

Kevin E. Barnes
Kevin E. Barnes

Wealth Manager
First Republic Investment Management

James Barr
James Barr

Wealth Advisor
First Republic Investment Management

Christina M. Barton
Christina M. Barton

Senior Custody Officer
First Republic Trust Company

Adam Beard
Adam Beard

Wealth Manager
First Republic Investment Management

Tom Beaty
Tom Beaty

Wealth Advisor
First Republic Investment Management

Hugh Beecher
Hugh Beecher

Wealth Manager
First Republic Investment Management

Pamela L. Bennett
Pamela L. Bennett

Wealth Advisor
First Republic Investment Management

Barry Berg
Barry Berg

Wealth Manager
First Republic Investment Management

Zachary Berg
Zachary Berg

Wealth Manager
First Republic Investment Management

Brett W. Berry
Brett W. Berry

Wealth Manager
First Republic Investment Management

Dan Bessey
Dan Bessey

Wealth Manager
First Republic Investment Management

Cary  Biren
Cary Biren

Wealth Manager
First Republic Investment Management

J. Robert Bloom Jr.
J. Robert Bloom Jr.

Chief Equity Strategist
First Republic Investment Management

Steve Bono
Steve Bono

Wealth Manager
First Republic Investment Management

Abe I. Borenstein
Abe I. Borenstein

Wealth Manager
First Republic Investment Management

Andrea Borgioli
Andrea Borgioli

Wealth Manager
First Republic Investment Management

Dave  Breslin
Dave Breslin

Senior Vice President
First Republic Private Wealth Management

Sean F. Bricmont
Sean F. Bricmont

Wealth Manager
First Republic Investment Management

Jonna Brown
Jonna Brown

Regional Team Lead
First Republic Trust Company

Barbara Bruser
Barbara Bruser

Wealth Manager
First Republic Investment Management

James Buckley
James Buckley

Wealth Manager
First Republic Investment Management

Jon S. Bull
Jon S. Bull

Wealth Manager
First Republic Investment Management

George Buza
George Buza

Wealth Advisor
First Republic Investment Management

Mary Beth Byrne
Mary Beth Byrne

Senior Managing Director
Foreign Exchange

Zachary Calahan
Zachary Calahan

Wealth Manager
First Republic Investment Management

Kathy Calcagno
Kathy Calcagno

Wealth Advisor
First Republic Investment Management

Kevin R.  Carey
Kevin R. Carey

Fixed Income Wealth Manager
First Republic Investment Management

Richard G. Chalifoux
Richard G. Chalifoux

Senior Trust Officer
First Republic Trust Company

Chris Chase
Chris Chase

Wealth Manager
First Republic Investment Management

Cathy Chase
Cathy Chase

Wealth Manager
First Republic Investment Management

Petra Chien
Petra Chien

Financial Planner
First Republic Investment Management

Brian T.  Chinn
Brian T. Chinn

Wealth Manager
First Republic Investment Management

Kevin Chung
Kevin Chung

Financial Planner
First Republic Investment Management

Douglas R. Clough
Douglas R. Clough

Wealth Advisor
First Republic Investment Management

Jeffrey Coburn
Jeffrey Coburn

Wealth Manager
First Republic Investment Management

Brian T. Corley
Brian T. Corley

Wealth Manager
First Republic Investment Management

Gina Costello
Gina Costello

Wealth Advisor
First Republic Investment Management

McLane Cover
McLane Cover

Wealth Manager
First Republic Investment Management

Susie Cranston
Susie Cranston

Executive Vice President
First Republic Investment Management

Karen  Creel
Karen Creel

Estate and Business Planning
First Republic Securities Company

Jonathan Crowley
Jonathan Crowley

Fixed Income Wealth Manager
First Republic Investment Management

Rebecca DeCesaro
Rebecca DeCesaro

Wealth Manager
First Republic Investment Management

Glenn S. Degenaars
Glenn S. Degenaars

Wealth Manager
First Republic Investment Management

James G. Dempsey
James G. Dempsey

Wealth Manager
First Republic Investment Management

Jay DeRusso
Jay DeRusso

Wealth Advisor
First Republic Investment Management

Timothy Deygoo
Timothy Deygoo

Wealth Manager
First Republic Investment Management

Joseph M. Dionisio
Joseph M. Dionisio

Financial Planner
First Republic Investment Management

Scott Doré
Scott Doré

Wealth Manager
First Republic Investment Management

Kevin Douglas
Kevin Douglas

Wealth Manager
First Republic Investment Management

Wendi Doyle
Wendi Doyle

Wealth Manager
First Republic Investment Management

Tom Egan
Tom Egan

Wealth Manager
First Republic Investment Management

Paul Emata
Paul Emata

Wealth Manager
First Republic Investment Management

Catherine Evans
Catherine Evans

Wealth Manager
First Republic Investment Management

David Farber
David Farber

Wealth Manager
First Republic Investment Management

Paul Feinstein
Paul Feinstein

Wealth Manager
First Republic Investment Management

Douglas J. Feliciano
Douglas J. Feliciano

Wealth Manager
First Republic Investment Management

Chris Fernandes
Chris Fernandes

Managing Director
Foreign Exchange

Douglas Fiek
Douglas Fiek

Wealth Manager
First Republic Investment Management

Thomas Finnegan
Thomas Finnegan

Managing Director
Foreign Exchange

Maureen Flanagan
Maureen Flanagan

Wealth Manager
First Republic Investment Management

James P. Fletcher
James P. Fletcher

Wealth Manager
First Republic Investment Management

Jessie  Foster
Jessie Foster

Financial Planner
First Republic Investment Management

John Frey
John Frey

Managing Director
Foreign Exchange

Mark A. Friedman
Mark A. Friedman

Wealth Manager
First Republic Investment Management

John Froley
John Froley

Wealth Manager
First Republic Investment Management

Ross C. Gaudoin
Ross C. Gaudoin

Financial Planner
First Republic Investment Management

Robert  Gehlen
Robert Gehlen

Wealth Manager
First Republic Investment Management

Nicolas Gentin
Nicolas Gentin

Executive Vice President
First Republic Investment Management

H. Williamson Ghriskey Jr.
H. Williamson Ghriskey Jr.

Wealth Manager
First Republic Investment Management

Phillip Gilbert
Phillip Gilbert

Wealth Manager
First Republic Investment Management

Shelley M. Gill
Shelley M. Gill

Senior Managing Director
Foreign Exchange

Vito Gioiello
Vito Gioiello

Wealth Manager
First Republic Investment Management

Malcolm Gissen
Malcolm Gissen

Wealth Manager
First Republic Investment Management

Anne B. Golden
Anne B. Golden

Wealth Manager
First Republic Investment Management

Jon Goldstein
Jon Goldstein

Wealth Manager
First Republic Investment Management

Rick Gordon
Rick Gordon

Wealth Manager
First Republic Investment Management

Ted H. Gould
Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham
William G. Graham

Wealth Manager
First Republic Investment Management

Richard  Grande
Richard Grande

Wealth Manager
First Republic Investment Management

Jeff Greene
Jeff Greene

Wealth Manager
First Republic Investment Management

Michael Griffin
Michael Griffin

Senior Trust Officer
First Republic Trust Company

William Grinnell
William Grinnell

Wealth Manager
First Republic Investment Management

Daniel J. Grover
Daniel J. Grover

Wealth Manager
First Republic Investment Management

Andrew Guidice
Andrew Guidice

Eagle Invest Advisor
First Republic Investment Management

Brandon Guillemin
Brandon Guillemin

Senior Trust Officer
First Republic Trust Company of Delaware LLC

Dodie Gumaer
Dodie Gumaer

Wealth Advisor
First Republic Investment Management

Todd Halbrook
Todd Halbrook

Wealth Manager
First Republic Investment Management

Alexandra Hall
Alexandra Hall

Managing Director
Foreign Exchange

Matthew L. Hall
Matthew L. Hall

Wealth Manager
First Republic Investment Management

Jay  Halverson
Jay Halverson

Estate and Business Planning
First Republic Securities Company

Michael  Harrington
Michael Harrington

Chairman
First Republic Trust Company

Lawrence W. “Tige” Harris
Lawrence W. “Tige” Harris

Wealth Manager
First Republic Investment Management

Kathryn Harrison
Kathryn Harrison

Estate and Business Planning
First Republic Investment Management

Eric Harrison
Eric Harrison

Wealth Manager
First Republic Investment Management

Mary W. Hayes
Mary W. Hayes

Wealth Manager
First Republic Investment Management

Patrick Hejlik
Patrick Hejlik

Vice President
First Republic Investment Management

René Henriksen
René Henriksen

Wealth Manager
First Republic Investment Management

Michael Herron
Michael Herron

Head of Insurance
First Republic Private Wealth Management

Michael Hickey
Michael Hickey

Fixed Income Wealth Manager
First Republic Investment Management

Diane Hirschhorn
Diane Hirschhorn

Wealth Manager
First Republic Investment Management

Samuel Hodgson
Samuel Hodgson

Wealth Manager
First Republic Investment Management

Hank J. Holland
Hank J. Holland

Wealth Manager
First Republic Investment Management

Miranda Holmes
Miranda Holmes

Financial Planner
First Republic Investment Management

Amy Hong
Amy Hong

Chief Compliance Officer
First Republic Investment Management

David Hou
David Hou

Wealth Manager
First Republic Investment Management

Aspasia Iosifellis
Aspasia Iosifellis

Managing Director
Foreign Exchange

Kim Ip
Kim Ip

Wealth Manager
First Republic Investment Management

Catherine Y. "Kit" Jackson
Catherine Y. "Kit" Jackson

Wealth Manager
First Republic Investment Management

Dean Jackson
Dean Jackson

Wealth Manager
First Republic Investment Management

Kelly  Johnston
Kelly Johnston

President
First Republic Trust Company

Ryan Jones
Ryan Jones

Wealth Manager
First Republic Investment Management

Arthur Karabelas
Arthur Karabelas

Wealth Manager
First Republic Investment Management

Robert A. Karson
Robert A. Karson

Wealth Advisor
First Republic Investment Management

Sam Katzman
Sam Katzman

Wealth Manager
First Republic Investment Management

Michael J. Keating
Michael J. Keating

Wealth Advisor
First Republic Investment Management

Kate Kent-Sheehan
Kate Kent-Sheehan

Senior Vice President
Foreign Exchange

Daniel  Kiashek
Daniel Kiashek

Wealth Advisor
First Republic Investment Management

Lisa Kitchin
Lisa Kitchin

Wealth Manager
First Republic Investment Management

Pam Knight
Pam Knight

Financial Planner
First Republic Investment Management

Diane  Kohler
Diane Kohler

Wealth Manager
First Republic Investment Management

Robin Kopeikin
Robin Kopeikin

Wealth Manager
First Republic Investment Management

Jeanmarie M. LaBonte
Jeanmarie M. LaBonte

Wealth Advisor
First Republic Investment Management

David Lambert
David Lambert

Wealth Advisor
First Republic Investment Management

Michael Laubenstein
Michael Laubenstein

Trust Officer
First Republic Trust Company

Clarke Leaverton
Clarke Leaverton

Wealth Manager
First Republic Investment Management

Daniel Lee
Daniel Lee

Wealth Advisor
First Republic Investment Management

Jason Lefton
Jason Lefton

Wealth Manager
First Republic Investment Management

Chris Limbach
Chris Limbach

Senior Trust Officer
First Republic Trust Company of Delaware LLC

Richard Lombardozzi Jr.
Richard Lombardozzi Jr.

Head of Foreign Exchange
Foreign Exchange

Vincent Lovoy
Vincent Lovoy

Wealth Manager
First Republic Investment Management

Adam MacDonald
Adam MacDonald

Wealth Manager
First Republic Investment Management

Tim  Maguire
Tim Maguire

Head of Eagle Invest
First Republic Investment Management

Dagny Maidman
Dagny Maidman

Wealth Manager
First Republic Investment Management

Justin Makso
Justin Makso

Financial Planner
First Republic Investment Management

Matt  Malakoff
Matt Malakoff

Managing Director
Foreign Exchange

James B Marchetti
James B Marchetti

Wealth Manager
First Republic Investment Management

James L Marchetti
James L Marchetti

Wealth Manager
First Republic Investment Management

Stephen R. Marotto
Stephen R. Marotto

Wealth Manager
First Republic Investment Management

Michael Martini
Michael Martini

Fixed Income Wealth Manager
First Republic Investment Management

Gene Martino
Gene Martino

Wealth Manager
First Republic Investment Management

Frank McFarland
Frank McFarland

Wealth Manager
First Republic Investment Management

Sommer  McKinley
Sommer McKinley

Director of Investments
First Republic Trust Company

Maureen McNally
Maureen McNally

Wealth Manager
First Republic Investment Management

Chris Merrifield
Chris Merrifield

Wealth Advisor
First Republic Investment Management

Carolyn Misa-Peretzman
Carolyn Misa-Peretzman

Senior Trust Officer
First Republic Trust Company

Thomas E. Moore III
Thomas E. Moore III

Wealth Manager
First Republic Investment Management

David Mucha
David Mucha

Wealth Manager
First Republic Investment Management

Monika Mugg
Monika Mugg

Wealth Manager
First Republic Investment Management

Megan Mulloy
Megan Mulloy

Eagle Invest Advisor
First Republic Investment Management

Mark Mulvoy
Mark Mulvoy

Wealth Manager
First Republic Investment Management

Paul Mutch
Paul Mutch

Financial Planner
First Republic Investment Management

Brian P. Nagle
Brian P. Nagle

Wealth Manager
First Republic Investment Management

Lucas Newman
Lucas Newman

Wealth Manager
First Republic Investment Management

Aaron R.  Nichols
Aaron R. Nichols

Wealth Manager
First Republic Investment Management

Kristin Nicholson
Kristin Nicholson

Wealth Manager
First Republic Investment Management

Mark Nickel
Mark Nickel

Wealth Manager
First Republic Investment Management

Rodney J. Olea
Rodney J. Olea

Fixed Income Wealth Manager
First Republic Investment Management

Reynolds Ospina
Reynolds Ospina

Wealth Manager
First Republic Investment Management

Chris Ou-Tim
Chris Ou-Tim

Financial Planner
First Republic Investment Management

Anna Paiva
Anna Paiva

Senior Trust Officer
First Republic Trust Company

Gregg Palmer
Gregg Palmer

Wealth Advisor
First Republic Investment Management

Libby Palomeque
Libby Palomeque

Wealth Manager
First Republic Investment Management

Arthur Pensato
Arthur Pensato

Wealth Manager
First Republic Investment Management

Schuyler Perry
Schuyler Perry

Wealth Manager
First Republic Investment Management

Mitchell Peters
Mitchell Peters

Wealth Manager
First Republic Investment Management

Randy J. Peterson
Randy J. Peterson

Wealth Manager
First Republic Investment Management

Stephen Petrillo
Stephen Petrillo

Financial Planner
First Republic Investment Management

Ryan Pile
Ryan Pile

Trust Officer
First Republic Trust Company

Gary Pollock
Gary Pollock

Wealth Manager
First Republic Investment Management

Devon Porpora
Devon Porpora

Wealth Manager
First Republic Investment Management

Caleb Porter
Caleb Porter

Wealth Manager
First Republic Investment Management

Scott Price
Scott Price

Wealth Manager
First Republic Investment Management

Fred Przekop
Fred Przekop

Wealth Manager
First Republic Investment Management

Charles C. Radcliffe
Charles C. Radcliffe

Wealth Manager
First Republic Investment Management

Angela Raitzin
Angela Raitzin

Wealth Manager
First Republic Investment Management

Erik Ralston
Erik Ralston

Wealth Manager
First Republic Investment Management

Alan Remedios
Alan Remedios

Fixed Income Wealth Manager
First Republic Investment Management

Brian Riley
Brian Riley

Executive Vice President
Private Wealth Management

Susan A. Robb
Susan A. Robb

Senior Trust Officer
First Republic Trust Company

Larry Rothenberg
Larry Rothenberg

Wealth Manager
First Republic Investment Management

Julie Rousseau
Julie Rousseau

Wealth Manager
First Republic Investment Management

Richard  Scarpelli
Richard Scarpelli

Head of Financial Planning
First Republic Private Wealth Management

Michael Schanna
Michael Schanna

Wealth Manager
First Republic Investment Management

Natalie Schnuck
Natalie Schnuck

Wealth Advisor
First Republic Investment Management

Sam  Schoner
Sam Schoner

Wealth Manager
First Republic Investment Management

Jeffrey  Schottenstein
Jeffrey Schottenstein

Wealth Manager
First Republic Investment Management

Mark Sear
Mark Sear

Wealth Manager
First Republic Investment Management

Daniel Selcow
Daniel Selcow

Wealth Manager
First Republic Investment Management

Okita Sevi
Okita Sevi

Wealth Manager
First Republic Investment Management

Hezy Shalev
Hezy Shalev

Wealth Manager
First Republic Investment Management

Jeff Sherman
Jeff Sherman

Wealth Manager
First Republic Investment Management

Lisa  Siegel
Lisa Siegel

Financial Planner
First Republic Investment Management

Robert J. Skinner II
Robert J. Skinner II

Wealth Manager
First Republic Investment Management

William A. Slayne
William A. Slayne

Wealth Manager
First Republic Investment Management

Christopher Smith
Christopher Smith

Wealth Manager
First Republic Investment Management

Lisa D. Snyder
Lisa D. Snyder

Legacy Strategist
First Republic Investment Management

Steven Soja
Steven Soja

Wealth Manager
First Republic Investment Management

Darin Souza
Darin Souza

Wealth Manager
First Republic Investment Management

Yvette L. Stewart
Yvette L. Stewart

Senior Trust Officer
First Republic Trust Company

Nicholas Stiles
Nicholas Stiles

Managing Director
Foreign Exchange

Spencer Strahan
Spencer Strahan

Wealth Manager
First Republic Investment Management

Todd D. Sullivan
Todd D. Sullivan

Wealth Manager
First Republic Investment Management

David C. Tateosian
David C. Tateosian

President
First Republic Securities Company

Michael Texido
Michael Texido

Wealth Manager
First Republic Investment Management

Maria Thieman
Maria Thieman

Regional Team Lead
First Republic Trust Company

Robert L. Thornton
Robert L. Thornton

Executive Vice President and President
Private Wealth Management

Neary Ting
Neary Ting

Eagle Invest Advisor
First Republic Investment Management

Michael Tinney
Michael Tinney

Wealth Manager
First Republic Investment Management

Justin Sean Raymond Tipp
Justin Sean Raymond Tipp

Wealth Manager
First Republic Investment Management

Jeffrey Titus
Jeffrey Titus

Wealth Manager
First Republic Investment Management

H. Denis Toner III
H. Denis Toner III

Wealth Manager
First Republic Investment Management

Paul Tramontano
Paul Tramontano

Wealth Manager
First Republic Investment Management

Dinh Truong
Dinh Truong

Wealth Manager
First Republic Investment Management

Craig Valdes
Craig Valdes

Wealth Manager
First Republic Investment Management

Shaun Van Vliet
Shaun Van Vliet

Wealth Manager
First Republic Investment Management

Laura Harrison  Ward
Laura Harrison Ward

Wealth Manager
First Republic Investment Management

Keith Webster
Keith Webster

Wealth Manager
First Republic Investment Management

Stuart Wechsler
Stuart Wechsler

Wealth Manager
First Republic Investment Management

Jeremy Wenner
Jeremy Wenner

Wealth Manager
First Republic Investment Management

Alison G. Westbrook
Alison G. Westbrook

Regional Team Lead
First Republic Trust Company of Delaware LLC

Jeff Westsmith
Jeff Westsmith

Wealth Manager
First Republic Investment Management

James Wilcox
James Wilcox

Wealth Manager
First Republic Investment Management

Michael Winn
Michael Winn

Estate and Business Planning
First Republic Securities Company

Chris Wolfe
Chris Wolfe

Chief Investment Officer
First Republic Private Wealth Management

Tim Woodall
Tim Woodall

Wealth Manager
First Republic Investment Management

Sheri Ann T. Chang Yamaguchi
Sheri Ann T. Chang Yamaguchi

Wealth Manager
First Republic Investment Management

Jeffrey K. Yandle
Jeffrey K. Yandle

Wealth Manager
First Republic Investment Management

Linda Yang
Linda Yang

Financial Planner
First Republic Investment Management

Brendan York
Brendan York

Wealth Manager
First Republic Investment Management

Robin Yoshimura
Robin Yoshimura

Wealth Manager
First Republic Investment Management

Alan Zafran
Alan Zafran

Wealth Manager
First Republic Investment Management

Bart F. Zitnitsky
Bart F. Zitnitsky

Wealth Manager
First Republic Investment Management

Margaret A. Zywicz
Margaret A. Zywicz

Regional Team Lead
First Republic Trust Company