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. Check the background of the firm and its investment professionals on FINRA’s BrokerCheck.

Nasser Abdulkariem
Nasser Abdulkariem

Wealth Manager
First Republic Investment Management

Arif Ahmed
Arif Ahmed

Wealth Manager
J.P. Morgan Wealth Management

Stacy L. Allred
Stacy L. Allred

Family Engagement and Governance
First Republic Investment Management

Gregory Argyres
Gregory Argyres

Wealth Manager
J.P. Morgan Wealth Management

Tim Argyres
Tim Argyres

Wealth Manager
J.P. Morgan Wealth Management

Kelly Arrillaga
Kelly Arrillaga

Managing Director
J.P. Morgan Wealth Management

Kristin Ashman
Kristin Ashman

Wealth Manager
J.P. Morgan Wealth Management

James Atwood
James Atwood

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Atwood
Jeffrey Atwood

Wealth Manager
J.P. Morgan Wealth Management

Jason Babb
Jason Babb

Wealth Manager
J.P. Morgan Wealth Management

Kevin E. Barnes
Kevin E. Barnes

Wealth Manager
J.P. Morgan Wealth Management

John Barnes
John Barnes

Wealth Manager
J.P. Morgan Wealth Management

James Barr
James Barr

Wealth Advisor
J.P. Morgan Wealth Management

Mark Beach
Mark Beach

Wealth Manager
J.P. Morgan Wealth Management

Tom Beaty
Tom Beaty

Wealth Manager
J.P. Morgan Wealth Management

Pamela L. Bennett
Pamela L. Bennett

Wealth Advisor
J.P. Morgan Wealth Management

Zachary Berg
Zachary Berg

Wealth Manager
J.P. Morgan Wealth Management

Erik Berge
Erik Berge

Advanced Planner
J.P. Morgan Wealth Management

Brett W. Berry
Brett W. Berry

Wealth Manager
J.P. Morgan Wealth Management

Andrea Borgioli
Andrea Borgioli

Wealth Manager
J.P. Morgan Wealth Management

Barbara Bruser
Barbara Bruser

Wealth Manager
J.P. Morgan Wealth Management

James Buckley
James Buckley

Wealth Manager
J.P. Morgan Wealth Management

Jon S. Bull
Jon S. Bull

Wealth Manager
J.P. Morgan Wealth Management

Stuart Burden
Stuart Burden

Managing Director
J.P. Morgan Wealth Management

Andrew Burge
Andrew Burge

Senior Vice President, Chief Administrative Officer
First Republic Investment Management

George Buza
George Buza

Wealth Advisor
J.P. Morgan Wealth Management

Mary Beth Byrne
Mary Beth Byrne

Senior Managing Director
Foreign Exchange

Zachary Calahan
Zachary Calahan

Wealth Manager
J.P. Morgan Wealth Management

Gregory Carafello
Gregory Carafello

Wealth Manager
J.P. Morgan Wealth Management

Chris Chase
Chris Chase

Wealth Manager
J.P. Morgan Wealth Management

Petra Chien
Petra Chien

Advanced Planner
J.P. Morgan Wealth Management

Brian T. Chinn
Brian T. Chinn

Wealth Manager
J.P. Morgan Wealth Management

Kevin Chung
Kevin Chung

Advanced Planner
J.P. Morgan Wealth Management

Sanah Chung
Sanah Chung

Wealth Manager
J.P. Morgan Wealth Management

Chad Cohen
Chad Cohen

Wealth Manager
J.P. Morgan Wealth Management

Gina Costello
Gina Costello

Wealth Advisor
J.P. Morgan Wealth Management

McLane Cover
McLane Cover

Wealth Manager
First Republic Investment Management

Rebecca DeCesaro
Rebecca DeCesaro

Wealth Manager
First Republic Investment Management

Glenn S. Degenaars
Glenn S. Degenaars

Wealth Manager
J.P. Morgan Wealth Management

James G. Dempsey
James G. Dempsey

Wealth Manager
J.P. Morgan Wealth Management

Jay DeRusso
Jay DeRusso

Wealth Advisor
J.P. Morgan Wealth Management

Kevin Douglas
Kevin Douglas

Wealth Manager
J.P. Morgan Wealth Management

Todd Duncan
Todd Duncan

Wealth Manager
J.P. Morgan Wealth Management

Rick DuPont
Rick DuPont

Wealth Manager
J.P. Morgan Wealth Management

Claire Durand
Claire Durand

Wealth Advisor
J.P. Morgan Wealth Management

Daniel Dwyer
Daniel Dwyer

Wealth Manager
J.P. Morgan Wealth 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
J.P. Morgan Wealth Management

Ashley Evans
Ashley Evans

Wealth Manager
J.P. Morgan Wealth Management

Nick Fanneron
Nick Fanneron

Wealth Manager
First Republic Investment Management

Alec Feinstein
Alec Feinstein

Wealth Manager
J.P. Morgan Wealth Management

Douglas J. Feliciano
Douglas J. Feliciano

Wealth Manager
J.P. Morgan Wealth Management

Kimberly Ferry
Kimberly Ferry

Senior Vice President
J.P. Morgan Wealth Management

Thomas Finnegan
Thomas Finnegan

Senior Managing Director
Foreign Exchange

Maureen Flanagan
Maureen Flanagan

Wealth Manager
First Republic Investment Management

James P. Fletcher
James P. Fletcher

Wealth Manager
J.P. Morgan Wealth Management

Hannah Forney
Hannah Forney

Wealth Manager
J.P. Morgan Wealth Management

Jessie Foster
Jessie Foster

Advanced Planner
J.P. Morgan Wealth Management

George P. Fuchs
George P. Fuchs

Wealth Manager
J.P. Morgan Wealth Management

Nicolas Gentin
Nicolas Gentin

Executive Vice President
First Republic Investment Management

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

Wealth Manager
J.P. Morgan Wealth Management

Andrew Gibson
Andrew Gibson

Wealth Manager
J.P. Morgan Wealth 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
J.P. Morgan Wealth Management

Ted H. Gould
Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham
William G. Graham

Wealth Manager
J.P. Morgan Wealth Management

Jeff Greene
Jeff Greene

Wealth Manager
J.P. Morgan Wealth Management

Stephen Greene
Stephen Greene

Wealth Manager
J.P. Morgan Wealth Management

Pascale Hainline
Pascale Hainline

Wealth Manager
First Republic Investment Management

Matthew L. Hall
Matthew L. Hall

Wealth Manager
First Republic Investment Management

Jay Halverson
Jay Halverson

Estate and Business Planning Specialist
First Republic Securities Company

Kathryn Harrison
Kathryn Harrison

Estate and Business Planning Specialist
J.P. Morgan Wealth Management

Will Hendricks
Will Hendricks

Estate and Business Planning Specialist
First Republic Securities Company

Michael Herron
Michael Herron

Head of Insurance
First Republic Private Wealth Management

Wayne Hill
Wayne Hill

Estate and Business Planning Specialist
First Republic Securities Company

Adam C. Hirsch
Adam C. Hirsch

Wealth Manager
J.P. Morgan Wealth Management

Miranda Holmes
Miranda Holmes

Advanced Planner
First Republic Investment Management

Amy Hong
Amy Hong

Senior Vice President
Head of PWM Operations, First Republic Investment Management

Jessica Huang
Jessica Huang

Wealth Manager
J.P. Morgan Wealth Management

Jack Inserra
Jack Inserra

Wealth Manager
J.P. Morgan Wealth Management

Aspasia Iosifellis
Aspasia Iosifellis

Managing Director
Foreign Exchange

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

Wealth Manager
J.P. Morgan Wealth Management

Dan Jennings
Dan Jennings

Wealth Manager
J.P. Morgan Wealth Management

Ryan Jones
Ryan Jones

Wealth Manager
J.P. Morgan Wealth Management

Dominique B. Jordan
Dominique B. Jordan

Wealth Manager
J.P. Morgan Wealth Management

Kathleen Kalp
Kathleen Kalp

Wealth Manager
J.P. Morgan Wealth Management

Craig Kaufman
Craig Kaufman

Wealth Manager
J.P. Morgan Wealth Management

Brian Kelleher
Brian Kelleher

Wealth Manager
J.P. Morgan Wealth Management

Kate Kent-Sheehan
Kate Kent-Sheehan

Senior Vice President
Foreign Exchange

Sebastian Komuda
Sebastian Komuda

Wealth Manager
J.P. Morgan Wealth Management

Robin Kopeikin
Robin Kopeikin

Wealth Manager
J.P. Morgan Wealth Management

Mark Kordes
Mark Kordes

Advanced Planner
J.P. Morgan Wealth Management

J. Joseph Lally
J. Joseph Lally

Wealth Manager
J.P. Morgan Wealth Management

Joseph P. Lally
Joseph P. Lally

Wealth Manager
J.P. Morgan Wealth Management

David Lambert
David Lambert

Wealth Advisor
J.P. Morgan Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
J.P. Morgan Wealth Management

Margaret Liu
Margaret Liu

Managing Director
J.P. Morgan Wealth Management

David Loeb
David Loeb

Wealth Manager
J.P. Morgan Wealth Management

Richard Lombardozzi
Richard Lombardozzi

Executive Vice President
Head of Foreign Exchange

Claudia Lovell
Claudia Lovell

Regional Business Leader
J.P. Morgan Wealth Management

Vivian Loy
Vivian Loy

Advanced Planner
J.P. Morgan Wealth Management

Kieran Lynch
Kieran Lynch

Wealth Manager
J.P. Morgan Wealth Management

Matthew MacMichael
Matthew MacMichael

Wealth Manager
J.P. Morgan Wealth Management

Dagny Maidman
Dagny Maidman

Wealth Manager
J.P. Morgan Wealth Management

Jeremy McChesney
Jeremy McChesney

Wealth Manager
J.P. Morgan Wealth Management

Kate McNally
Kate McNally

Managing Director
Foreign Exchange

Maureen McNally
Maureen McNally

Wealth Manager
First Republic Investment Management

John McNamee
John McNamee

Wealth Manager
J.P. Morgan Wealth Management

Boby Medic
Boby Medic

Managing Director
Foreign Exchange

Radhika Mehta
Radhika Mehta

Wealth Manager
First Republic Investment Management

Justin Merola
Justin Merola

Wealth Manager
J.P. Morgan Wealth Management

Leland Mindnich
Leland Mindnich

Wealth Manager
J.P. Morgan Wealth Management

Derek Mohamed
Derek Mohamed

Wealth Manager
J.P. Morgan Wealth Management

Jim Morehouse
Jim Morehouse

Wealth Manager
J.P. Morgan Wealth Management

Kenneth Morris
Kenneth Morris

Wealth Manager
J.P. Morgan Wealth Management

Michael Morrone
Michael Morrone

Wealth Manager
J.P. Morgan Wealth Management

David A. Munoz
David A. Munoz

Managing Director
J.P. Morgan Wealth Management

Brian P. Nagle
Brian P. Nagle

Wealth Manager
J.P. Morgan Wealth Management

Michael Nelson
Michael Nelson

Wealth Manager
First Republic Investment Management

Lucas Newman
Lucas Newman

Wealth Manager
J.P. Morgan Wealth Management

Laurel H. Norris
Laurel H. Norris

Wealth Manager
J.P. Morgan Wealth Management

Jason O'Brien
Jason O'Brien

Wealth Manager
J.P. Morgan Wealth Management

Kevin O'Connell
Kevin O'Connell

Wealth Manager
J.P. Morgan Wealth Management

Reynolds Ospina
Reynolds Ospina

Wealth Manager
First Republic Investment Management

Maxwell Douglas Peckler
Maxwell Douglas Peckler

Wealth Manager
First Republic Investment Management

Clark Pingree
Clark Pingree

Wealth Manager Business Leader
J.P. Morgan Wealth Management

Gary Pollock
Gary Pollock

Wealth Manager
J.P. Morgan Wealth Management

Devon Porpora
Devon Porpora

Wealth Manager
J.P. Morgan Wealth Management

Scott Price
Scott Price

Wealth Manager
J.P. Morgan Wealth Management

Charles C. Radcliffe
Charles C. Radcliffe

Wealth Manager
J.P. Morgan Wealth Management

Erik Ralston
Erik Ralston

Wealth Manager
J.P. Morgan Wealth Management

John Reed
John Reed

Managing Director
First Republic Private Wealth Management

Harold Reinstein
Harold Reinstein

Wealth Manager
J.P. Morgan Wealth Management

Ted Rice
Ted Rice

Wealth Manager
J.P. Morgan Wealth Management

Claudia Rivas
Claudia Rivas

Wealth Manager
J.P. Morgan Wealth Management

Charles A. Rodgers
Charles A. Rodgers

Wealth Manager
J.P. Morgan Wealth Management

Marci Rosenfeld
Marci Rosenfeld

Wealth Manager
J.P. Morgan Wealth Management

Julie Rousseau
Julie Rousseau

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Rozenberg
Jeffrey Rozenberg

Wealth Manager
J.P. Morgan Wealth Management

Gregory P. Saville
Gregory P. Saville

Wealth Manager
J.P. Morgan Wealth Management

Richard Scarpelli
Richard Scarpelli

Head of Financial Planning
J.P. Morgan Wealth Management

Michael Schanna
Michael Schanna

Wealth Manager
First Republic Investment Management

Sam Schoner
Sam Schoner

Wealth Manager
J.P. Morgan Wealth Management

Jeff Schottenstein
Jeff Schottenstein

Wealth Manager
J.P. Morgan Wealth Management

David Schulman
David Schulman

Wealth Manager
J.P. Morgan Wealth Management

Phil Scott
Phil Scott

Wealth Manager
First Republic Investment Management

Greg Shevlin
Greg Shevlin

Wealth Manager
J.P. Morgan Wealth Management

Lisa Siegel
Lisa Siegel

Advanced Planner
J.P. Morgan Wealth Management

Lissa Silva
Lissa Silva

Wealth Advisor
J.P. Morgan Wealth Management

Dan Sirota
Dan Sirota

Wealth Manager
J.P. Morgan Wealth Management

John Emery Smyth
John Emery Smyth

Wealth Manager
J.P. Morgan Wealth Management

Steven Soja
Steven Soja

Wealth Manager
J.P. Morgan Wealth Management

Stephen M. Stabile
Stephen M. Stabile

Wealth Manager
J.P. Morgan Wealth Management

Jason Stanco
Jason Stanco

Wealth Manager
J.P. Morgan Wealth Management

Janet Sweeney
Janet Sweeney

Regional Business Leader
J.P. Morgan Wealth Management

David C. Tateosian
David C. Tateosian

President
First Republic Securities Company

Salvatore A. Tiano
Salvatore A. Tiano

Wealth Manager
J.P. Morgan Wealth Management

Justin Sean Raymond Tipp
Justin Sean Raymond Tipp

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Titus
Jeffrey Titus

Wealth Manager
J.P. Morgan Wealth Management

Patrick Trucco
Patrick Trucco

Wealth Advisor
J.P. Morgan Wealth Management

Crista Tucker
Crista Tucker

Wealth Manager
J.P. Morgan Wealth Management

Daniel Tumba
Daniel Tumba

Wealth Manager
J.P. Morgan Wealth Management

Craig Valdes
Craig Valdes

Wealth Manager
First Republic Investment Management

Louis J. Ventura
Louis J. Ventura

Managing Director
First Republic Investment Management

Keith Webster
Keith Webster

Wealth Manager
J.P. Morgan Wealth Management

Gregory Webster
Gregory Webster

Wealth Manager
J.P. Morgan Wealth Management

Stuart Wechsler
Stuart Wechsler

Wealth Manager
J.P. Morgan Wealth Management

Ronald Weckbacher
Ronald Weckbacher

Wealth Manager
J.P. Morgan Wealth Management

Jared Weinman
Jared Weinman

Advanced Planner
J.P. Morgan Wealth Management

Evan Weiss
Evan Weiss

Estate and Business Planning Specialist
First Republic Securities Company

Robert Weiss
Robert Weiss

Regional Business Leader
J.P. Morgan Wealth Management

Ed Wentzheimer
Ed Wentzheimer

Wealth Manager
J.P. Morgan Wealth Management

Lauren K West
Lauren K West

Wealth Manager
First Republic Investment Management

Daniel J. White
Daniel J. White

Wealth Manager
J.P. Morgan Wealth Management

Christopher J. Wolfe
Christopher J. Wolfe

Chief Investment Officer
First Republic Investment Management

Tim Woodall
Tim Woodall

Wealth Manager
J.P. Morgan Wealth Management

Michael Wray
Michael Wray

Wealth Manager
First Republic Investment Management

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

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey K. Yandle
Jeffrey K. Yandle

Wealth Manager
J.P. Morgan Wealth Management

Linda Yang
Linda Yang

Advanced Planner
J.P. Morgan Wealth Management

Michael Yeung
Michael Yeung

Wealth Manager
First Republic Investment Management

Brendan York
Brendan York

Wealth Manager
J.P. Morgan Wealth Management

Robin Yoshimura
Robin Yoshimura

Wealth Manager
J.P. Morgan Wealth Management

Clifford Young
Clifford Young

Wealth Manager
J.P. Morgan Wealth Management

Jacklin Youssef
Jacklin Youssef

Advanced Planner
J.P. Morgan Wealth Management

Gregory Zappas
Gregory Zappas

Wealth Manager
J.P. Morgan Wealth Management