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.

Petra Chien
Petra Chien

Advanced Planner
J.P. Morgan Wealth Management

Jay DeRusso
Jay DeRusso

Wealth Advisor
J.P. Morgan Wealth Management

Maureen Flanagan
Maureen Flanagan

Wealth Manager
First Republic Investment Management

James P. Fletcher
James P. Fletcher

Wealth Manager
J.P. Morgan Wealth Management

Claudia Lovell
Claudia Lovell

Regional Business Leader
J.P. Morgan Wealth Management

John Reed
John Reed

Managing Director
First Republic Private Wealth Management

Michael Schanna
Michael Schanna

Wealth Manager
First Republic Investment Management

Tim Woodall
Tim Woodall

Wealth Manager
J.P. Morgan Wealth Management

Gregory Zappas
Gregory Zappas

Wealth Manager
J.P. Morgan Wealth Management