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.

Erik Berge
Erik Berge

Advanced Planner
J.P. Morgan Wealth Management

Petra Chien
Petra Chien

Advanced Planner
J.P. Morgan Wealth Management

Kevin Chung
Kevin Chung

Advanced Planner
J.P. Morgan Wealth Management

Jessie Foster
Jessie Foster

Advanced Planner
J.P. Morgan Wealth Management

Miranda Holmes
Miranda Holmes

Advanced Planner
First Republic Investment Management

Mark Kordes
Mark Kordes

Advanced Planner
J.P. Morgan Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
J.P. Morgan Wealth Management

Vivian Loy
Vivian Loy

Advanced Planner
J.P. Morgan Wealth Management

Richard Scarpelli
Richard Scarpelli

Head of Financial Planning
J.P. Morgan Wealth Management

Lisa Siegel
Lisa Siegel

Advanced Planner
J.P. Morgan Wealth Management

Jared Weinman
Jared Weinman

Advanced Planner
J.P. Morgan Wealth Management

Linda Yang
Linda Yang

Advanced Planner
J.P. Morgan Wealth Management

Jacklin Youssef
Jacklin Youssef

Advanced Planner
J.P. Morgan Wealth Management