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
First Republic Investment Management

Stacy L. Allred
Stacy L. Allred

Family Engagement and Governance
First Republic Investment Management

Al Antonitis
Al Antonitis

Wealth Manager
First Republic Investment Management

Tim Argyres
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
Kristin Ashman

Wealth Manager
First Republic Investment Management

James Atwood
James Atwood

Wealth Manager
First Republic Investment Management

Jeffrey Atwood
Jeffrey Atwood

Wealth Manager
First Republic Investment Management

Jason Babb
Jason Babb

Wealth Manager
First Republic Investment Management

David Babbitt
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
John 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

Mark Beach
Mark Beach

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

Zachary Berg
Zachary Berg

Wealth Manager
First Republic Investment Management

Erik Berge
Erik Berge

Advanced Planner
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

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

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

Stuart Burden
Stuart Burden

Managing Director
First Republic Investment Management

Andrew Burge
Andrew Burge

Senior Vice President, Chief Administrative Officer
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

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
Chris Chase

Wealth Manager
First Republic Investment Management

Petra Chien
Petra Chien

Advanced Planner
First Republic Investment Management

Brian T. Chinn
Brian T. Chinn

Wealth Manager
First Republic Investment Management

Sanah Chung
Sanah Chung

Wealth Manager
First Republic Investment Management

Kevin Chung
Kevin Chung

Advanced Planner
First Republic Investment Management

Chad Cohen
Chad Cohen

Wealth Manager
First Republic Investment Management

Steve Condos
Steve Condos

Wealth Manager
First Republic Investment Management

Michael Corcoran
Michael Corcoran

Managing Director
First Republic Investment Management

Gina Costello
Gina Costello

Wealth Advisor
First Republic Investment Management

McLane Cover
McLane Cover

Wealth Manager
First Republic Investment Management

Stephen Coyle
Stephen Coyle

Wealth Manager
First Republic Investment Management

Drew Curto
Drew Curto

Wealth Manager
First Republic Investment Management

Anthony Custodio
Anthony Custodio

Wealth Manager
First Republic Investment Management

Joshua Davis
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
Jay DeRusso

Wealth Advisor
First Republic Investment Management

Kevin Douglas
Kevin Douglas

Wealth Manager
First Republic Investment Management

Todd Duncan
Todd Duncan

Wealth Manager
First Republic Investment Management

Patrick Duong
Patrick Duong

Managing Director
Foreign Exchange

Rick DuPont
Rick DuPont

Wealth Manager
First Republic Investment Management

Claire Durand
Claire Durand

Wealth Advisor
First Republic Investment Management

Daniel Dwyer
Daniel Dwyer

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

Ashley Evans
Ashley Evans

Wealth Manager
First Republic Investment Management

Catherine Evans
Catherine Evans

Wealth Manager
First Republic Investment Management

Nick Fanneron
Nick Fanneron

Wealth Manager
First Republic Investment Management

Alec Feinstein
Alec Feinstein

Wealth Manager
First Republic Investment Management

Douglas J. Feliciano
Douglas J. Feliciano

Wealth Manager
First Republic Investment Management

Steve Fernelis
Steve Fernelis

Wealth Advisor
First Republic Investment Management

Kimberly Ferry
Kimberly Ferry

Wealth Manager
First Republic Investment Management

Douglas Fiek
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
Leigh Flor

Wealth Manager
First Republic Investment Management

Hannah Forney
Hannah Forney

Wealth Manager
First Republic Investment Management

Jessie Foster
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
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
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
Vito Gioiello

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

Mark R. Grande
Mark R. Grande

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

Stephen Greene
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
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
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
Will Hendricks

Estate and Business Planning Specialist
First Republic Securities Company

René Henriksen
René Henriksen

Wealth Manager
First Republic Investment Management

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
First Republic Investment Management

Samuel Hodgson
Samuel Hodgson

Wealth Manager
First Republic Investment 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
First Republic Investment Management

Jack Inserra
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
Dan Jennings

Wealth Manager
First Republic Investment Management

Ryan Jones
Ryan Jones

Wealth Manager
First Republic Investment Management

Dominique B. Jordan
Dominique B. Jordan

Wealth Manager
First Republic Investment Management

Kathleen Kalp
Kathleen Kalp

Wealth Manager
First Republic Investment Management

Michael Kantor
Michael Kantor

Wealth Manager
First Republic Investment Management

Michael Kato
Michael Kato

Advanced Planner
First Republic Investment Management

Jared Katzman
Jared Katzman

Wealth Manager
First Republic Investment Management

Craig Kaufman
Craig Kaufman

Wealth Manager
First Republic Investment Management

Michael J. Keating
Michael J. Keating

Wealth Advisor
First Republic Investment Management

Brian Kelleher
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
Robin Kopeikin

Wealth Manager
First Republic Investment Management

Mark Kordes
Mark Kordes

Advanced Planner
First Republic Investment Management

Neil Koricanac
Neil Koricanac

Wealth Manager
First Republic Investment Management

Michael Kramer
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
David Lambert

Wealth Advisor
First Republic Investment Management

Clarke Leaverton
Clarke Leaverton

Wealth Manager
First Republic Investment Management

Ryan Leaverton
Ryan Leaverton

Wealth Manager
First Republic Investment Management

Mike Lee
Mike Lee

Regional Market Development Leader
Private Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Cynthia Lemus
Cynthia Lemus

Senior Trust Officer
First Republic Trust Company

Chris Limbach
Chris Limbach

Senior Trust Officer
First Republic Trust Company of Delaware LLC

Margaret Liu
Margaret Liu

Managing Director
First Republic Investment Management

David Loeb
David Loeb

Wealth Manager
First Republic Investment Management

Richard Lombardozzi
Richard Lombardozzi

Executive Vice President
Head of Foreign Exchange

Claudia Lovell
Claudia Lovell

Regional Business Leader
First Republic Investment Management

Vivian Loy
Vivian Loy

Advanced Planner
First Republic Investment Management

Kieran Lynch
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
Dagny Maidman

Wealth Manager
First Republic Investment Management

Michael Maturo
Michael Maturo

Managing Director
Foreign Exchange

Linda Mauzy
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
Kate McNally

Managing Director
Foreign Exchange

Maureen McNally
Maureen McNally

Wealth Manager
First Republic Investment Management

John McNamee
John McNamee

Wealth Manager
First Republic Investment 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
First Republic Investment Management

Ari Messenger
Ari Messenger

Advanced Planner
First Republic Private Wealth Management

Micah Miller
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
Derek Mohamed

Wealth Manager
First Republic Investment Management

Jim Morehouse
Jim Morehouse

Wealth Manager
First Republic Investment Management

Kenneth Morris
Kenneth Morris

Wealth Manager
First Republic Investment Management

Michael Morrone
Michael Morrone

Wealth Manager
First Republic Investment Management

Amanda Moss
Amanda Moss

Trust Officer
First Republic Trust Company

David A. Munoz
David A. Munoz

Managing Director
First Republic Investment Management

Dennis Murray
Dennis Murray

Managing Director
First Republic Investment Management

Brian P. Nagle
Brian P. Nagle

Wealth Manager
First Republic Investment Management

Michael Nelson
Michael Nelson

Wealth Manager
First Republic Investment Management

Lucas Newman
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
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
Chris Ou-Tim

Advanced Planner
First Republic Investment Management

Anna Paiva
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
Tonya Penning

Senior Trust Officer
First Republic Trust Company of Wyoming LLC

Arthur Pensato
Arthur Pensato

Wealth Manager
First Republic Investment Management

Stephen Petrillo
Stephen Petrillo

Advanced Planner
First Republic Investment Management

Clark Pingree
Clark Pingree

Wealth Manager Business Leader
First Republic Investment Management

Gary Pollock
Gary Pollock

Wealth Manager
First Republic Investment Management

Jennifer Polster
Jennifer Polster

Director
Foreign Exchange

Devon Porpora
Devon Porpora

Wealth Manager
First Republic Investment Management

Scott Price
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
Maureen Raihle

Wealth Manager
First Republic Investment Management

Erik Ralston
Erik Ralston

Wealth Manager
First Republic Investment Management

Dustin Raring
Dustin Raring

Wealth Manager
First Republic Investment Management

John Reed
John Reed

Managing Director
First Republic Private Wealth Management

Harold Reinstein
Harold Reinstein

Wealth Manager
First Republic Investment Management

Ted Rice
Ted Rice

Wealth Manager
First Republic Investment Management

Isaac Richard III
Isaac Richard III

Wealth Manager
First Republic Investment Management

Claudia Rivas
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
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
Sam Schoner

Wealth Manager
First Republic Investment Management

Jeff Schottenstein
Jeff Schottenstein

Wealth Manager
First Republic Investment Management

David Schulman
David Schulman

Wealth Manager
First Republic Investment Management

Phil Scott
Phil Scott

Wealth Manager
First Republic Investment Management

Greg Shevlin
Greg Shevlin

Wealth Manager
First Republic Investment Management

Lisa Siegel
Lisa Siegel

Advanced Planner
First Republic Investment Management

Lissa Silva
Lissa Silva

Wealth Advisor
First Republic Investment Management

Dan Sirota
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
Evan Soff

Wealth Manager
First Republic Investment Management

Steven Soja
Steven Soja

Wealth Manager
First Republic Investment Management

Stephen M. Stabile
Stephen M. Stabile

Wealth Manager
First Republic Investment Management

Jason Stanco
Jason Stanco

Wealth Manager
First Republic Investment Management

David Stecker
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
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
Jeffrey Titus

Wealth Manager
First Republic Investment Management

Brenda Travaglini
Brenda Travaglini

Wealth Manager
First Republic Investment Management

Patrick Trucco
Patrick Trucco

Wealth Advisor
First Republic Investment Management

Crista Tucker
Crista Tucker

Wealth Manager
First Republic Investment Management

Daniel Tumba
Daniel Tumba

Wealth Manager
First Republic Investment Management

Andrew Vahab
Andrew Vahab

Wealth Manager
First Republic Investment Management

Craig Valdes
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
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
Jared Weinman

Advanced Planner
First Republic Investment Management

Robert Weiss
Robert Weiss

Regional Business Leader
First Republic Investment Management

Evan Weiss
Evan Weiss

Estate and Business Planning Specialist
First Republic Securities Company

Ed Wentzheimer
Ed Wentzheimer

Wealth Manager
First Republic Investment Management

Lauren K West
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
Jon R. Wolfe

Managing Director
Foreign Exchange

Tim Woodall
Tim Woodall

Wealth Manager
First Republic Investment Management

Michael Wray
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
Linda Yang

Advanced Planner
First Republic Investment Management

Michael Yeung
Michael Yeung

Wealth Manager
First Republic Investment Management

Brendan York
Brendan York

Wealth Manager
First Republic Investment Management

Robin Yoshimura
Robin Yoshimura

Wealth Manager
First Republic Investment Management

Clifford Young
Clifford Young

Wealth Manager
First Republic Investment Management

Jacklin Youssef
Jacklin Youssef

Advanced Planner
First Republic Investment Management

Gregory Zappas
Gregory Zappas

Wealth Manager
First Republic Investment Management

Vincent Zappola
Vincent Zappola

Wealth Manager
First Republic Investment Management