Private Wealth Management Team | First Republic Bank

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

Erik Berge

Advanced Planner
First Republic Investment Management

Petra Chien

Advanced Planner
First Republic Investment Management

Kevin Chung

Advanced Planner
First Republic Investment Management

Terence Condren

Terence Condren

Advanced Planner
First Republic Investment Management

Jessie Foster

Advanced Planner
First Republic Investment Management

Kathryn Geraghty

Kathryn Geraghty

Advanced Planner
First Republic Investment Management

Miranda Holmes

Advanced Planner
First Republic Investment Management

Michael Kato

Advanced Planner
First Republic Investment Management

Mark Kordes

Advanced Planner
First Republic Investment Management

Bonnie Leibowitz

Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Vivian Loy

Advanced Planner
First Republic Investment Management

Ari Messenger

Advanced Planner
First Republic Private Wealth Management

Micah Miller

Advanced Planner
First Republic Investment Management

Chris Ou-Tim

Advanced Planner
First Republic Investment Management

Stephen Petrillo

Stephen Petrillo

Advanced Planner
First Republic Investment Management

Richard Scarpelli

Richard Scarpelli

Head of Financial Planning
First Republic Private Wealth Management

Lisa Siegel

Advanced Planner
First Republic Investment Management

Jared Weinman

Advanced Planner
First Republic Investment Management

Linda Yang

Advanced Planner
First Republic Investment Management

Jacklin Youssef

Jacklin Youssef

Advanced Planner
First Republic Investment Management