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.

Karin J. Barber
Karin J. Barber

Regional Team Lead
First Republic Trust Company

Kathy Calcagno
Kathy Calcagno

Wealth Advisor
First Republic Investment Management

Rebecca DeCesaro
Rebecca DeCesaro

Wealth Manager
First Republic Investment Management

Jeff Greene
Jeff Greene

Wealth Manager
First Republic Investment Management

Jay Halverson
Jay Halverson

Estate and Business Planning Specialist
First Republic Securities Company

Ryan Jones
Ryan Jones

Wealth Manager
First Republic Investment Management

Clarke Leaverton
Clarke Leaverton

Wealth Manager
First Republic Investment Management

Ryan Leaverton
Ryan Leaverton

Wealth Manager
First Republic Investment Management

Lucas Newman
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