Private Wealth Management Team | First Republic

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.

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Nasser Abdulkariem

Nasser Abdulkariem

Wealth Manager
First Republic Investment Management

Arif Ahmed

Wealth Manager
First Republic Investment Management

Stacy L. Allred

Stacy L. Allred

Family Engagement and Governance
First Republic Investment Management

Al Antonitis

Wealth Manager
First Republic Investment Management

Tim Argyres

Wealth Manager
First Republic Investment Management

Gregory Argyres

Gregory Argyres

Wealth Manager
First Republic Investment Management

Kelly Arrillaga

Kelly Arrillaga

Managing Director
First Republic Investment Management

Kristin Ashman

Wealth Manager
First Republic Investment Management

James Atwood

Wealth Manager
First Republic Investment Management

Jeffrey Atwood

Wealth Manager
First Republic Investment Management

Jason Babb

Wealth Manager
First Republic Investment Management

David Babbitt

Managing Director
Foreign Exchange

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

John Barnes

Wealth Manager
First Republic Investment Management

James Barr

Wealth Advisor
First Republic Investment Management

Christina M. Barton

Christina M. Barton

Senior Custody Officer
First Republic Trust Company

Mark Beach

Wealth Manager
First Republic Investment Management

Tom Beaty

Wealth Advisor
First Republic Investment Management

Hugh Beecher

Wealth Manager
First Republic Investment Management

Pamela L. Bennett

Pamela L. Bennett

Wealth Advisor
First Republic Investment Management

Zachary Berg

Wealth Manager
First Republic Investment Management

Erik Berge

Advanced Planner
First Republic Investment Management

Brett W. Berry

Wealth Manager
First Republic Investment Management

Dan Bessey

Wealth Manager
First Republic Investment Management

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

Jonna Brown

Regional Team Lead
First Republic Trust Company

Barbara Bruser

Wealth Manager
First Republic Investment Management

James Buckley

Wealth Manager
First Republic Investment Management

Jon S. Bull

Wealth Manager
First Republic Investment Management

Stuart Burden

Managing Director
First Republic Investment Management

Andrew Burge

Senior Vice President, Chief Administrative Officer
First Republic Investment Management

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

Gregory Carafello

Gregory Carafello

Wealth Manager
First Republic Investment Management

Richard G. Chalifoux

Richard G. Chalifoux

Senior Trust Officer
First Republic Trust Company

Chris Chase

Wealth Manager
First Republic Investment Management

Petra Chien

Advanced Planner
First Republic Investment Management

Brian T. Chinn

Wealth Manager
First Republic Investment Management

Sanah Chung

Wealth Manager
First Republic Investment Management

Kevin Chung

Advanced Planner
First Republic Investment Management

Chad Cohen

Wealth Manager
First Republic Investment Management

Steve Condos

Wealth Manager
First Republic Investment Management

Michael Corcoran

Michael Corcoran

Managing Director
First Republic Investment Management

Gina Costello

Wealth Advisor
First Republic Investment Management

McLane Cover

Wealth Manager
First Republic Investment Management

Stephen Coyle

Wealth Manager
First Republic Investment Management

Drew Curto

Wealth Manager
First Republic Investment Management

Anthony Custodio

Anthony Custodio

Wealth Manager
First Republic Investment Management

Joshua Davis

Managing Director
Foreign Exchange

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

Wealth Advisor
First Republic Investment Management

Kevin Douglas

Wealth Manager
First Republic Investment Management

Todd Duncan

Wealth Manager
First Republic Investment Management

Patrick Duong

Managing Director
Foreign Exchange

Rick DuPont

Wealth Manager
First Republic Investment Management

Claire Durand

Wealth Advisor
First Republic Investment Management

Daniel Dwyer

Wealth Manager
First Republic Investment Management

Tom Egan

Wealth Manager
First Republic Investment Management

Paul Emata

Wealth Manager
First Republic Investment Management

Ashley Evans

Wealth Manager
First Republic Investment Management

Catherine Evans

Catherine Evans

Wealth Manager
First Republic Investment Management

Nick Fanneron

Wealth Manager
First Republic Investment Management

Alec Feinstein

Wealth Manager
First Republic Investment Management

Douglas J. Feliciano

Douglas J. Feliciano

Wealth Manager
First Republic Investment Management

Steve Fernelis

Wealth Advisor
First Republic Investment Management

Kimberly Ferry

Wealth Manager
First Republic Investment Management

Douglas Fiek

Wealth Manager
First Republic Investment 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
First Republic Investment Management

Leigh Flor

Wealth Manager
First Republic Investment Management

Hannah Forney

Wealth Manager
First Republic Investment Management

Jessie Foster

Advanced Planner
First Republic Investment Management

George P. Fuchs

George P. Fuchs

Wealth Manager
First Republic Investment Management

Daniel Gallagher

Daniel Gallagher

Managing Director
First Republic Investment Management

Nicolas Gentin

Executive Vice President
First Republic Investment Management

Kathryn Geraghty

Kathryn Geraghty

Advanced Planner
First Republic Investment Management

H. Williamson Ghriskey Jr.

H. Williamson Ghriskey Jr.

Wealth Manager
First Republic Investment Management

Andrew Gibson

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

Wealth Manager
First Republic Investment Management

Rick Gordon

Wealth Manager
First Republic Investment Management

Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham

William G. Graham

Wealth Manager
First Republic Investment Management

Mark R. Grande

Wealth Manager
First Republic Investment Management

Richard Grande

Wealth Manager
First Republic Investment Management

Jeff Greene

Wealth Manager
First Republic Investment Management

Stephen Greene

Wealth Manager
First Republic Investment Management

Michael Griffin

Michael Griffin

Senior Trust Officer
First Republic Trust Company

William Grinnell

William Grinnell

Wealth Advisor
First Republic Investment Management

Brandon Guillemin

Brandon Guillemin

Senior Trust Officer
First Republic Trust Company of Delaware LLC

David Guthrie

Wealth Manager
First Republic Investment 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

Estate and Business Planning Specialist
First Republic Securities Company

Kathryn Harrison

Kathryn Harrison

Estate and Business Planning Specialist
First Republic Investment Management

Nichole Heidrick

Nichole Heidrick

Wealth Manager
First Republic Investment Management

Will Hendricks

Estate and Business Planning Specialist
First Republic Securities Company

René Henriksen

Wealth Manager
First Republic Investment Management

Michael Herron

Head of Insurance
First Republic Private Wealth Management

Wayne Hill

Estate and Business Planning Specialist
First Republic Securities Company

Adam C. Hirsch

Wealth Manager
First Republic Investment Management

Samuel Hodgson

Wealth Manager
First Republic Investment Management

Miranda Holmes

Advanced Planner
First Republic Investment Management

Amy Hong

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

Jessica Huang

Wealth Manager
First Republic Investment Management

Jack Inserra

Wealth Manager
First Republic Investment Management

Aspasia Iosifellis

Aspasia Iosifellis

Managing Director
Foreign Exchange

Catherine Y. "Kit" Jackson

Catherine Y. "Kit" Jackson

Wealth Manager
First Republic Investment Management

Dan Jennings

Wealth Manager
First Republic Investment Management

Ryan Jones

Wealth Manager
First Republic Investment Management

Dominique B. Jordan

Dominique B. Jordan

Wealth Manager
First Republic Investment Management

Kathleen Kalp

Wealth Manager
First Republic Investment Management

Michael Kantor

Wealth Manager
First Republic Investment Management

Michael Kato

Advanced Planner
First Republic Investment Management

Jared Katzman

Wealth Manager
First Republic Investment Management

Craig Kaufman

Wealth Manager
First Republic Investment Management

Michael J. Keating

Michael J. Keating

Wealth Advisor
First Republic Investment Management

Brian Kelleher

Wealth Manager
First Republic Investment Management

Kate Kent-Sheehan

Kate Kent-Sheehan

Senior Vice President
Foreign Exchange

Sebastian Komuda

Sebastian Komuda

Wealth Manager
First Republic Investment Management

Robin Kopeikin

Wealth Manager
First Republic Investment Management

Mark Kordes

Advanced Planner
First Republic Investment Management

Neil Koricanac

Wealth Manager
First Republic Investment Management

Michael Kramer

Wealth Manager
First Republic Investment Management

Joseph P. Lally

Joseph P. Lally

Wealth Manager
First Republic Investment Management

J. Joseph Lally

J. Joseph Lally

Wealth Manager
First Republic Investment Management

David Lambert

Wealth Advisor
First Republic Investment Management

Clarke Leaverton

Clarke Leaverton

Wealth Manager
First Republic Investment Management

Ryan Leaverton

Wealth Manager
First Republic Investment Management

Mike Lee

Regional Market Development Leader
Private Wealth Management

Bonnie Leibowitz

Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Cynthia Lemus

Senior Trust Officer
First Republic Trust Company

Chris Limbach

Senior Trust Officer
First Republic Trust Company of Delaware LLC

Margaret Liu

Managing Director
First Republic Investment Management

David Loeb

Wealth Manager
First Republic Investment Management

Richard Lombardozzi

Richard Lombardozzi

Executive Vice President
Head of Foreign Exchange

Claudia Lovell

Regional Business Leader
First Republic Investment Management

Vivian Loy

Advanced Planner
First Republic Investment Management

Kieran Lynch

Wealth Manager
First Republic Investment Management

Matthew MacMichael

Matthew MacMichael

Wealth Manager
First Republic Investment Management

Fortune S. Macri III

Fortune S. Macri III

Wealth Manager
First Republic Investment Management

Dagny Maidman

Wealth Manager
First Republic Investment Management

Michael Maturo

Managing Director
Foreign Exchange

Linda Mauzy

Wealth Manager
First Republic Investment Management

Jeremy McChesney

Jeremy McChesney

Wealth Manager
First Republic Investment Management

Sommer McKinley

Sommer McKinley

Director of Investments
First Republic Trust Company

Kate McNally

Managing Director
Foreign Exchange

Maureen McNally

Maureen McNally

Wealth Manager
First Republic Investment Management

John McNamee

Wealth Manager
First Republic Investment Management

Boby Medic

Managing Director
Foreign Exchange

Radhika Mehta

Wealth Manager
First Republic Investment Management

Justin Merola

Wealth Manager
First Republic Investment Management

Ari Messenger

Advanced Planner
First Republic Private Wealth Management

Micah Miller

Advanced Planner
First Republic Investment Management

Leland Mindnich

Leland Mindnich

Wealth Manager
First Republic Investment Management

Carolyn Misa-Peretzman

Carolyn Misa-Peretzman

Senior Trust Officer
First Republic Trust Company

Derek Mohamed

Wealth Manager
First Republic Investment Management

Jim Morehouse

Wealth Manager
First Republic Investment Management

Kenneth Morris

Wealth Manager
First Republic Investment Management

Michael Morrone

Michael Morrone

Wealth Manager
First Republic Investment Management

Amanda Moss

Trust Officer
First Republic Trust Company

David A. Munoz

Managing Director
First Republic Investment Management

Dennis Murray

Managing Director
First Republic Investment Management

Brian P. Nagle

Wealth Manager
First Republic Investment Management

Michael Nelson

Wealth Manager
First Republic Investment Management

Lucas Newman

Wealth Manager
First Republic Investment Management

Robert Nicastro

Robert Nicastro

Wealth Manager
First Republic Investment Management

Aaron R. Nichols

Aaron R. Nichols

Wealth Manager
First Republic Investment Management

Laurel H. Norris

Laurel H. Norris

Wealth Manager
First Republic Investment Management

Jason O'Brien

Wealth Manager
First Republic Investment Management

Kevin O'Connell

Kevin O'Connell

Wealth Manager
First Republic Investment Management

Reynolds Ospina

Reynolds Ospina

Wealth Manager
First Republic Investment Management

Chris Ou-Tim

Advanced Planner
First Republic Investment Management

Anna Paiva

Senior Trust Officer
First Republic Trust Company

Britney Parnell

Britney Parnell

Managing Director
Foreign Exchange

Maxwell Douglas Peckler

Maxwell Douglas Peckler

Wealth Manager
First Republic Investment Management

Tonya Penning

Senior Trust Officer
First Republic Trust Company of Wyoming LLC

Arthur Pensato

Wealth Manager
First Republic Investment Management

Stephen Petrillo

Stephen Petrillo

Advanced Planner
First Republic Investment Management

Clark Pingree

Wealth Manager Business Leader
First Republic Investment Management

Gary Pollock

Wealth Manager
First Republic Investment Management

Jennifer Polster

Jennifer Polster

Director
Foreign Exchange

Devon Porpora

Wealth Manager
First Republic Investment Management

Scott Price

Wealth Manager
First Republic Investment Management

Charles C. Radcliffe

Charles C. Radcliffe

Wealth Manager
First Republic Investment Management

Raymond C. Radigan

Raymond C. Radigan

Regional Team Lead
First Republic Trust Company

Alex Radoslovich

Alex Radoslovich

Director
Foreign Exchange

Maureen Raihle

Wealth Manager
First Republic Investment Management

Erik Ralston

Wealth Manager
First Republic Investment Management

Dustin Raring

Wealth Manager
First Republic Investment Management

John Reed

Managing Director
First Republic Private Wealth Management

Harold Reinstein

Harold Reinstein

Wealth Manager
First Republic Investment Management

Ted Rice

Wealth Manager
First Republic Investment Management

Isaac Richard III

Isaac Richard III

Wealth Manager
First Republic Investment Management

Claudia Rivas

Wealth Manager
First Republic Investment Management

Charles A. Rodgers

Charles A. Rodgers

Wealth Manager
First Republic Investment Management

Marci Rosenfeld

Marci Rosenfeld

Wealth Manager
First Republic Investment Management

Julie Rousseau

Wealth Manager
First Republic Investment Management

Jeffrey Rozenberg

Jeffrey Rozenberg

Wealth Manager
First Republic Investment Management

Theresa M. Rutledge

Theresa M. Rutledge

Wealth Manager
First Republic Investment Management

Gregory P. Saville

Gregory P. Saville

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

Sam Schoner

Wealth Manager
First Republic Investment Management

Jeff Schottenstein

Jeff Schottenstein

Wealth Manager
First Republic Investment Management

David Schulman

Wealth Manager
First Republic Investment Management

Phil Scott

Wealth Manager
First Republic Investment Management

Greg Shevlin

Wealth Manager
First Republic Investment Management

Lisa Siegel

Advanced Planner
First Republic Investment Management

Lissa Silva

Wealth Advisor
First Republic Investment Management

Dan Sirota

Wealth Manager
First Republic Investment Management

William A. Slayne

William A. Slayne

Wealth Manager
First Republic Investment Management

John Emery Smyth

John Emery Smyth

Wealth Manager
First Republic Investment Management

Evan Soff

Wealth Manager
First Republic Investment Management

Steven Soja

Wealth Manager
First Republic Investment Management

Stephen M. Stabile

Stephen M. Stabile

Wealth Manager
First Republic Investment Management

Jason Stanco

Wealth Manager
First Republic Investment Management

David Stecker

Wealth Manager
First Republic Investment Management

Yvette L. Stewart

Yvette L. Stewart

Senior Trust Officer
First Republic Trust Company

Spencer Strahan

Spencer Strahan

Wealth Manager
First Republic Investment Management

Janet Sweeney

Regional Business Leader
First Republic Investment Management

David C. Tateosian

David C. Tateosian

President
First Republic Securities Company

Salvatore A. Tiano

Salvatore A. Tiano

Wealth Manager
First Republic Investment Management

Justin Sean Raymond Tipp

Justin Sean Raymond Tipp

Wealth Manager
First Republic Investment Management

Jeffrey Titus

Wealth Manager
First Republic Investment Management

Brenda Travaglini

Brenda Travaglini

Wealth Manager
First Republic Investment Management

Patrick Trucco

Wealth Advisor
First Republic Investment Management

Crista Tucker

Wealth Manager
First Republic Investment Management

Daniel Tumba

Wealth Manager
First Republic Investment Management

Andrew Vahab

Wealth Manager
First Republic Investment Management

Craig Valdes

Wealth Manager
First Republic Investment Management

Louis J. Ventura

Louis J. Ventura

Managing Director
First Republic Investment Management

John P. Ver Bockel

John P. Ver Bockel

Wealth Manager
First Republic Investment Management

Keith Webster

Wealth Manager
First Republic Investment Management

Gregory Webster

Gregory Webster

Wealth Manager
First Republic Investment Management

Stuart Wechsler

Stuart Wechsler

Wealth Manager
First Republic Investment Management

Ronald Weckbacher

Ronald Weckbacher

Wealth Manager
First Republic Investment Management

Jared Weinman

Advanced Planner
First Republic Investment Management

Robert Weiss

Regional Business Leader
First Republic Investment Management

Evan Weiss

Estate and Business Planning Specialist
First Republic Securities Company

Ed Wentzheimer

Wealth Manager
First Republic Investment Management

Lauren K West

Wealth Manager
First Republic Investment Management

Alison G. Westbrook

Alison G. Westbrook

Regional Team Lead
First Republic Trust Company of Delaware LLC

Daniel J. White

Daniel J. White

Wealth Manager
First Republic Investment Management

Christopher J. Wolfe

Christopher J. Wolfe

Chief Investment Officer
First Republic Investment Management

Jon R. Wolfe

Managing Director
Foreign Exchange

Tim Woodall

Wealth Manager
First Republic Investment Management

Michael Wray

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

Advanced Planner
First Republic Investment Management

Michael Yeung

Wealth Manager
First Republic Investment Management

Brendan York

Wealth Manager
First Republic Investment Management

Robin Yoshimura

Robin Yoshimura

Wealth Manager
First Republic Investment Management

Clifford Young

Wealth Manager
First Republic Investment Management

Jacklin Youssef

Jacklin Youssef

Advanced Planner
First Republic Investment Management

Gregory Zappas

Wealth Manager
First Republic Investment Management

Vincent Zappola

Vincent Zappola

Wealth Manager
First Republic Investment Management