Private Wealth Management Team | First Republic now part of JPMorgan Chase

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.

Filter by Locations

Filter by Service Groups

Nasser Abdulkariem

Nasser Abdulkariem

Wealth Manager
First Republic Investment Management

Arif Ahmed

Wealth Manager
J.P. Morgan Wealth Management

Stacy L. Allred

Stacy L. Allred

Family Engagement and Governance
First Republic Investment Management

Tim Argyres

Wealth Manager
J.P. Morgan Wealth Management

Gregory Argyres

Gregory Argyres

Wealth Manager
J.P. Morgan Wealth Management

Kelly Arrillaga

Kelly Arrillaga

Managing Director
J.P. Morgan Wealth Management

Kristin Ashman

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Atwood

Wealth Manager
J.P. Morgan Wealth Management

James Atwood

Wealth Manager
J.P. Morgan Wealth Management

Jason Babb

Wealth Manager
J.P. Morgan Wealth Management

Kevin E. Barnes

Kevin E. Barnes

Wealth Manager
J.P. Morgan Wealth Management

John Barnes

Wealth Manager
J.P. Morgan Wealth Management

James Barr

Wealth Advisor
J.P. Morgan Wealth Management

Mark Beach

Wealth Manager
J.P. Morgan Wealth Management

Tom Beaty

Wealth Manager
J.P. Morgan Wealth Management

Pamela L. Bennett

Pamela L. Bennett

Wealth Advisor
J.P. Morgan Wealth Management

Zachary Berg

Wealth Manager
J.P. Morgan Wealth Management

Erik Berge

Advanced Planner
J.P. Morgan Wealth Management

Brett W. Berry

Wealth Manager
J.P. Morgan Wealth Management

Barbara Bruser

Wealth Manager
J.P. Morgan Wealth Management

James Buckley

Wealth Manager
J.P. Morgan Wealth Management

Jon S. Bull

Wealth Manager
J.P. Morgan Wealth Management

Stuart Burden

Managing Director
J.P. Morgan Wealth Management

Andrew Burge

Senior Vice President, Chief Administrative Officer
First Republic Investment Management

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

Wealth Manager
J.P. Morgan Wealth Management

Petra Chien

Advanced Planner
J.P. Morgan Wealth Management

Kevin Chung

Advanced Planner
J.P. Morgan Wealth Management

Sanah Chung

Wealth Manager
J.P. Morgan Wealth Management

Chad Cohen

Wealth Manager
J.P. Morgan Wealth Management

Gina Costello

Wealth Advisor
J.P. Morgan Wealth Management

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

Wealth Advisor
J.P. Morgan Wealth Management

Kevin Douglas

Wealth Manager
J.P. Morgan Wealth Management

Todd Duncan

Wealth Manager
J.P. Morgan Wealth Management

Rick DuPont

Wealth Manager
J.P. Morgan Wealth Management

Claire Durand

Wealth Advisor
J.P. Morgan Wealth Management

Daniel Dwyer

Wealth Manager
J.P. Morgan Wealth Management

Tom Egan

Wealth Manager
First Republic Investment Management

Paul Emata

Wealth Manager
First Republic Investment Management

Ashley Evans

Wealth Manager
J.P. Morgan Wealth Management

Catherine Evans

Catherine Evans

Wealth Manager
J.P. Morgan Wealth Management

Nick Fanneron

Wealth Manager
First Republic Investment Management

Alec Feinstein

Wealth Manager
J.P. Morgan Wealth Management

Douglas J. Feliciano

Douglas J. Feliciano

Wealth Manager
J.P. Morgan Wealth Management

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

Wealth Manager
J.P. Morgan Wealth Management

Jessie Foster

Advanced Planner
J.P. Morgan Wealth Management

George P. Fuchs

George P. Fuchs

Wealth Manager
J.P. Morgan Wealth Management

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

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

Wealth Manager
J.P. Morgan Wealth Management

Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham

William G. Graham

Wealth Manager
J.P. Morgan Wealth Management

Jeff 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

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

Estate and Business Planning Specialist
First Republic Securities Company

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

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

Wealth Manager
J.P. Morgan Wealth Management

Ryan Jones

Wealth Manager
J.P. Morgan Wealth Management

Dominique B. Jordan

Dominique B. Jordan

Wealth Manager
J.P. Morgan Wealth Management

Kathleen Kalp

Wealth Manager
J.P. Morgan Wealth Management

Craig Kaufman

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

Wealth Manager
J.P. Morgan Wealth Management

Mark Kordes

Advanced Planner
J.P. Morgan Wealth Management

Joseph P. Lally

Joseph P. Lally

Wealth Manager
J.P. Morgan Wealth Management

J. Joseph Lally

J. Joseph Lally

Wealth Manager
J.P. Morgan Wealth Management

David Lambert

Wealth Advisor
J.P. Morgan Wealth Management

Bonnie Leibowitz

Bonnie Leibowitz

Advanced Planner
J.P. Morgan Wealth Management

Margaret Liu

Managing Director
J.P. Morgan Wealth Management

Richard Lombardozzi

Richard Lombardozzi

Executive Vice President
Head of Foreign Exchange

Claudia Lovell

Regional Business Leader
J.P. Morgan Wealth Management

Vivian Loy

Advanced Planner
J.P. Morgan Wealth Management

Kieran Lynch

Wealth Manager
J.P. Morgan Wealth Management

Matthew MacMichael

Matthew MacMichael

Wealth Manager
J.P. Morgan Wealth Management

Dagny Maidman

Wealth Manager
J.P. Morgan Wealth Management

Jeremy McChesney

Jeremy McChesney

Wealth Manager
J.P. Morgan Wealth Management

Kate McNally

Managing Director
Foreign Exchange

Maureen McNally

Maureen McNally

Wealth Manager
First Republic Investment Management

John McNamee

Wealth Manager
J.P. Morgan Wealth Management

Boby Medic

Managing Director
Foreign Exchange

Radhika Mehta

Wealth Manager
First Republic Investment Management

Jim Morehouse

Wealth Manager
J.P. Morgan Wealth Management

Kenneth Morris

Wealth Manager
J.P. Morgan Wealth Management

Michael Morrone

Michael Morrone

Wealth Manager
J.P. Morgan Wealth Management

David A. Munoz

Managing Director
J.P. Morgan Wealth Management

Brian P. Nagle

Wealth Manager
J.P. Morgan Wealth Management

Michael Nelson

Wealth Manager
First Republic Investment Management

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

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

Wealth Manager Business Leader
J.P. Morgan Wealth Management

Devon Porpora

Wealth Manager
J.P. Morgan Wealth Management

Scott Price

Wealth Manager
J.P. Morgan Wealth Management

Charles C. Radcliffe

Charles C. Radcliffe

Wealth Manager
J.P. Morgan Wealth Management

Erik Ralston

Wealth Manager
J.P. Morgan Wealth Management

John Reed

Managing Director
First Republic Private Wealth Management

Harold Reinstein

Harold Reinstein

Wealth Manager
J.P. Morgan Wealth Management

Ted Rice

Wealth Manager
J.P. Morgan Wealth Management

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

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

Wealth Manager
J.P. Morgan Wealth Management

Jeff Schottenstein

Jeff Schottenstein

Wealth Manager
J.P. Morgan Wealth Management

David Schulman

Wealth Manager
J.P. Morgan Wealth Management

Phil Scott

Wealth Manager
First Republic Investment Management

Greg Shevlin

Wealth Manager
J.P. Morgan Wealth Management

Lisa Siegel

Advanced Planner
J.P. Morgan Wealth Management

Lissa Silva

Wealth Advisor
J.P. Morgan Wealth Management

Dan Sirota

Wealth Manager
J.P. Morgan Wealth Management

John Emery Smyth

John Emery Smyth

Wealth Manager
J.P. Morgan Wealth Management

Steven Soja

Wealth Manager
J.P. Morgan Wealth Management

Stephen M. Stabile

Stephen M. Stabile

Wealth Manager
J.P. Morgan Wealth Management

Jason Stanco

Wealth Manager
J.P. Morgan Wealth Management

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

Patrick Trucco

Wealth Advisor
J.P. Morgan Wealth Management

Crista Tucker

Wealth Manager
J.P. Morgan Wealth Management

Daniel Tumba

Wealth Manager
J.P. Morgan Wealth Management

Craig Valdes

Wealth Manager
First Republic Investment Management

Louis J. Ventura

Louis J. Ventura

Managing Director
First Republic Investment Management

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

Advanced Planner
J.P. Morgan Wealth Management

Evan Weiss

Estate and Business Planning Specialist
First Republic Securities Company

Robert Weiss

Regional Business Leader
J.P. Morgan Wealth Management

Ed Wentzheimer

Wealth Manager
J.P. Morgan Wealth Management

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

Wealth Manager
J.P. Morgan Wealth Management

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

Advanced Planner
J.P. Morgan Wealth Management

Michael Yeung

Wealth Manager
First Republic Investment Management

Brendan York

Wealth Manager
J.P. Morgan Wealth Management

Robin Yoshimura

Robin Yoshimura

Wealth Manager
J.P. Morgan Wealth Management

Clifford Young

Wealth Manager
J.P. Morgan Wealth Management

Jacklin Youssef

Jacklin Youssef

Advanced Planner
J.P. Morgan Wealth Management

Gregory Zappas

Wealth Manager
J.P. Morgan Wealth Management