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.

Jason  Babb
Jason Babb

Wealth Manager
First Republic Investment Management

David Babbitt
David Babbitt

Managing Director
Foreign Exchange

Christina M. Barton
Christina M. Barton

Senior Custody Officer
First Republic Trust Company

Abe I. Borenstein
Abe I. Borenstein

Wealth Manager
First Republic Investment Management

Gregory Carafello
Gregory Carafello

Wealth Manager
First Republic Investment Management

Richard G. Chalifoux
Richard G. Chalifoux

Senior Trust Officer
First Republic Trust Company

Chad Cohen
Chad Cohen

Wealth Manager
First Republic Investment Management

Steve Condos
Steve Condos

Wealth Manager
First Republic Investment Management

Karen  Creel
Karen Creel

Estate and Business Planning Specialist
First Republic Securities Company

Andrew R. Damato
Andrew R. Damato

Wealth Manager
First Republic Investment Management

Joshua Davis
Joshua Davis

Managing Director
Foreign Exchange

Glenn S. Degenaars
Glenn S. Degenaars

Wealth Manager
First Republic Investment Management

James G. Dempsey
James G. Dempsey

Wealth Manager
First Republic Investment Management

Timothy Deygoo
Timothy Deygoo

Wealth Manager
First Republic Investment Management

Joseph M. Dionisio
Joseph M. Dionisio

Advanced Planner
First Republic Investment Management

Joseph L. Duarte
Joseph L. Duarte

Wealth Manager
First Republic Investment Management

Paul Emata
Paul Emata

Wealth Manager
First Republic Investment Management

David Farber
David Farber

Wealth Manager
First Republic Investment Management

Thomas Finnegan
Thomas Finnegan

Senior Managing Director
Foreign Exchange

George P. Fuchs
George P. Fuchs

Wealth Manager
First Republic Investment Management

Andrew P. Gallagher
Andrew P. Gallagher

Wealth Manager
First Republic Investment Management

Christopher C. Gates
Christopher C. Gates

Wealth Manager
First Republic Investment Management

Dodie Gumaer
Dodie Gumaer

Wealth Advisor
First Republic Investment Management

David Guthrie
David Guthrie

Wealth Manager
First Republic Investment Management

Mary W. Hayes
Mary W. Hayes

Wealth Manager
First Republic Investment Management

Howard Horowitz
Howard Horowitz

Wealth Manager
First Republic Investment Management

Jeff Hyman
Jeff Hyman

Estate and Business Planning Specialist
First Republic Securities Company

Jack Inserra
Jack Inserra

Wealth Manager
First Republic Investment Management

Catherine Y. "Kit" Jackson
Catherine Y. "Kit" Jackson

Wealth Manager
First Republic Investment Management

Michael Kantor
Michael Kantor

Wealth Manager
First Republic Investment Management

Jared Katzman
Jared Katzman

Wealth Manager
First Republic Investment Management

Craig Kaufman
Craig Kaufman

Wealth Manager
First Republic Investment Management

Michael J. Keating
Michael J. Keating

Wealth Advisor
First Republic Investment Management

Sebastian Komuda
Sebastian Komuda

Wealth Manager
First Republic Investment Management

Michael Kramer
Michael Kramer

Wealth Manager
First Republic Investment Management

Mike Lee
Mike Lee

Managing Director
Private Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Kieran Lynch
Kieran Lynch

Wealth Manager
First Republic Investment Management

Fortune S. Macri III
Fortune S. Macri III

Wealth Manager
First Republic Investment Management

Matt  Malakoff
Matt Malakoff

Managing Director
Foreign Exchange

Gene Martino
Gene Martino

Wealth Manager
First Republic Investment Management

Maureen McNally
Maureen McNally

Wealth Manager
First Republic Investment Management

Kate McNally
Kate McNally

Managing Director
Foreign Exchange

Carolyn Misa-Peretzman
Carolyn Misa-Peretzman

Senior Trust Officer
First Republic Trust Company

Thomas E. Moore III
Thomas E. Moore III

Wealth Manager
First Republic Investment Management

Kenneth Morris
Kenneth Morris

Wealth Manager
First Republic Investment Management

John D. Mulligan
John D. Mulligan

Wealth Manager
First Republic Investment Management

Robert Nicastro
Robert Nicastro

Wealth Manager
First Republic Investment Management

Chris Ou-Tim
Chris Ou-Tim

Advanced Planner
First Republic Investment Management

Arthur Pensato
Arthur Pensato

Wealth Manager
First Republic Investment Management

Schuyler Perry
Schuyler Perry

Wealth Manager
First Republic Investment Management

Charles C. Radcliffe
Charles C. Radcliffe

Wealth Manager
First Republic Investment Management

Raymond C. Radigan
Raymond C. Radigan

Regional Team Lead
First Republic Trust Company

Larry Rothenberg
Larry Rothenberg

Wealth Manager
First Republic Investment Management

Jeffrey Rozenberg
Jeffrey Rozenberg

Wealth Manager
First Republic Investment Management

Richard  Scarpelli
Richard Scarpelli

Head of Financial Planning
First Republic Private Wealth Management

David Schulman
David Schulman

Wealth Manager
First Republic Investment Management

Daniel Selcow
Daniel Selcow

Wealth Manager
First Republic Investment Management

Lisa  Siegel
Lisa Siegel

Senior Managing Director
First Republic Investment Management

William A. Slayne
William A. Slayne

Wealth Manager
First Republic Investment Management

Evan Soff
Evan Soff

Wealth Manager
First Republic Investment Management

Terance Takyi
Terance Takyi

Wealth Manager
First Republic Investment Management

Dinh Truong
Dinh Truong

Wealth Manager
First Republic Investment Management

Shaun Van Vliet
Shaun Van Vliet

Wealth Manager
First Republic Investment Management

Ed Wentzheimer
Ed Wentzheimer

Wealth Manager
First Republic Investment Management

Joseph Wladyka
Joseph Wladyka

Wealth Manager
First Republic Investment Management

Michael Wray
Michael Wray

Wealth Manager
First Republic Investment Management

Michael Yeung
Michael Yeung

Wealth Manager
First Republic Investment Management

Brian Zakrocki
Brian Zakrocki

Wealth Manager
First Republic Investment Management

Vincent Zappola
Vincent Zappola

Wealth Manager
First Republic Investment Management

Adam J. Zipper
Adam J. Zipper

Wealth Manager
First Republic Investment Management