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.

Theresa Allen
Theresa Allen

Wealth Manager
First Republic Investment Management

Petra Chien
Petra Chien

Advanced Planner
First Republic Investment Management

Jay DeRusso
Jay DeRusso

Wealth Advisor
First Republic Investment Management

Maureen Flanagan
Maureen Flanagan

Wealth Manager
First Republic Investment Management

James P. Fletcher
James P. Fletcher

Wealth Manager
First Republic Investment Management

Todd Halbrook
Todd Halbrook

Wealth Manager
First Republic Investment Management

Claudia Lovell
Claudia Lovell

Managing Director
First Republic Investment Management

Vincent Lovoy
Vincent Lovoy

Wealth Manager
First Republic Investment Management

Adam MacDonald
Adam MacDonald

Wealth Manager
First Republic Investment Management

Drew J. McFarland
Drew J. McFarland

Estate and Business Planning Specialist
First Republic Securities Company

Dustin Raring
Dustin Raring

Wealth Manager
First Republic Investment Management

Michael Schanna
Michael Schanna

Wealth Manager
First Republic Investment Management

Tim Woodall
Tim Woodall

Wealth Manager
First Republic Investment Management

Gregory Zappas
Gregory Zappas

Wealth Manager
First Republic Investment Management