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
First Republic Investment Management

Petra Chien
Petra Chien

Advanced Planner
First Republic Investment Management

Kevin Chung
Kevin Chung

Advanced Planner
First Republic Investment Management

Terence Condren
Terence Condren

Advanced Planner
First Republic Investment Management

Jessie Foster
Jessie Foster

Advanced Planner
First Republic Investment Management

Kathryn Geraghty
Kathryn Geraghty

Advanced Planner
First Republic Investment Management

Miranda Holmes
Miranda Holmes

Advanced Planner
First Republic Investment Management

Michael Kato
Michael Kato

Advanced Planner
First Republic Investment Management

Mark Kordes
Mark Kordes

Advanced Planner
First Republic Investment Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Vivian Loy
Vivian Loy

Advanced Planner
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

Chris Ou-Tim
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
Lisa Siegel

Advanced Planner
First Republic Investment Management

Jared Weinman
Jared Weinman

Advanced Planner
First Republic Investment Management

Linda Yang
Linda Yang

Advanced Planner
First Republic Investment Management

Jacklin Youssef
Jacklin Youssef

Advanced Planner
First Republic Investment Management