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.

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Karin J. Barber

Karin J. Barber

Regional Team Lead
First Republic Trust Company

Kathy Calcagno

Wealth Advisor
First Republic Investment Management

Rebecca DeCesaro

Rebecca DeCesaro

Wealth Manager
First Republic Investment Management

Hannah Forney

Wealth Manager
First Republic Investment Management

Jeff Greene

Wealth Manager
First Republic Investment Management

Jay Halverson

Estate and Business Planning Specialist
First Republic Securities Company

Ryan Jones

Wealth Manager
First Republic Investment Management

Clarke Leaverton

Clarke Leaverton

Wealth Manager
First Republic Investment Management

Ryan Leaverton

Wealth Manager
First Republic Investment Management

Lucas Newman

Wealth Manager
First Republic Investment Management

Spencer Strahan

Spencer Strahan

Wealth Manager
First Republic Investment Management

Jeffrey K. Yandle

Jeffrey K. Yandle

Wealth Manager
First Republic Investment Management