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.

Kristin Ashman
Kristin Ashman

Wealth Manager
First Republic Investment Management

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

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

Paul Emata
Paul Emata

Wealth Manager
First Republic Investment Management

Nick Fanneron
Nick Fanneron

Wealth Manager
First Republic Investment Management

Steve Fernelis
Steve Fernelis

Wealth Advisor
First Republic Investment Management

Kimberly Ferry
Kimberly Ferry

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

David Guthrie
David Guthrie

Wealth Manager
First Republic Investment Management

Pascale Hainline
Pascale Hainline

Wealth Manager
First Republic Investment Management

Adam C. Hirsch
Adam C. Hirsch

Wealth Manager
First Republic Investment Management

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

Regional Market Development Leader
Private Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Vivian Loy
Vivian Loy

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

Kate McNally
Kate McNally

Managing Director
Foreign Exchange

Maureen McNally
Maureen McNally

Wealth Manager
First Republic Investment Management

Radhika Mehta
Radhika Mehta

Wealth Manager
First Republic Investment Management

Carolyn Misa-Peretzman
Carolyn Misa-Peretzman

Senior Trust Officer
First Republic Trust Company

Kenneth Morris
Kenneth Morris

Wealth Manager
First Republic Investment Management

Michael Nelson
Michael Nelson

Wealth Manager
First Republic Investment Management

Robert Nicastro
Robert Nicastro

Wealth Manager
First Republic Investment Management

Kevin O'Connell
Kevin O'Connell

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

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

Harold Reinstein
Harold Reinstein

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

Greg Shevlin
Greg Shevlin

Wealth Manager
First Republic Investment Management

Lisa Siegel
Lisa Siegel

Advanced Planner
First Republic Investment Management

Lissa Silva
Lissa Silva

Wealth Advisor
First Republic Investment Management

Dan Sirota
Dan Sirota

Wealth Manager
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

Stephen M. Stabile
Stephen M. Stabile

Wealth Manager
First Republic Investment Management

Jason Stanco
Jason Stanco

Wealth Manager
First Republic Investment Management

Crista Tucker
Crista Tucker

Wealth Manager
First Republic Investment Management

Robert Weiss
Robert Weiss

Regional Business Leader
First Republic Investment Management

Ed Wentzheimer
Ed Wentzheimer

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

Jacklin Youssef
Jacklin Youssef

Advanced Planner
First Republic Investment Management

Vincent Zappola
Vincent Zappola

Wealth Manager
First Republic Investment Management