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
J.P. Morgan Wealth Management

Jason Babb
Jason Babb

Wealth Manager
J.P. Morgan Wealth Management

Gregory Carafello
Gregory Carafello

Wealth Manager
J.P. Morgan Wealth Management

Chad Cohen
Chad Cohen

Wealth Manager
J.P. Morgan Wealth Management

Glenn S. Degenaars
Glenn S. Degenaars

Wealth Manager
J.P. Morgan Wealth Management

James G. Dempsey
James G. Dempsey

Wealth Manager
J.P. Morgan Wealth Management

Paul Emata
Paul Emata

Wealth Manager
First Republic Investment Management

Nick Fanneron
Nick Fanneron

Wealth Manager
First Republic Investment Management

Kimberly Ferry
Kimberly Ferry

Senior Vice President
J.P. Morgan Wealth Management

Thomas Finnegan
Thomas Finnegan

Senior Managing Director
Foreign Exchange

George P. Fuchs
George P. Fuchs

Wealth Manager
J.P. Morgan Wealth Management

Pascale Hainline
Pascale Hainline

Wealth Manager
First Republic Investment Management

Adam C. Hirsch
Adam C. Hirsch

Wealth Manager
J.P. Morgan Wealth Management

Jack Inserra
Jack Inserra

Wealth Manager
J.P. Morgan Wealth Management

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

Wealth Manager
J.P. Morgan Wealth Management

Craig Kaufman
Craig Kaufman

Wealth Manager
J.P. Morgan Wealth Management

Sebastian Komuda
Sebastian Komuda

Wealth Manager
J.P. Morgan Wealth Management

Bonnie Leibowitz
Bonnie Leibowitz

Advanced Planner
J.P. Morgan Wealth Management

Vivian Loy
Vivian Loy

Advanced Planner
J.P. Morgan Wealth Management

Kieran Lynch
Kieran Lynch

Wealth Manager
J.P. Morgan Wealth 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

Kenneth Morris
Kenneth Morris

Wealth Manager
J.P. Morgan Wealth Management

Michael Nelson
Michael Nelson

Wealth Manager
First Republic Investment Management

Kevin O'Connell
Kevin O'Connell

Wealth Manager
J.P. Morgan Wealth Management

Charles C. Radcliffe
Charles C. Radcliffe

Wealth Manager
J.P. Morgan Wealth Management

Harold Reinstein
Harold Reinstein

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Rozenberg
Jeffrey Rozenberg

Wealth Manager
J.P. Morgan Wealth Management

Richard Scarpelli
Richard Scarpelli

Head of Financial Planning
J.P. Morgan Wealth Management

David Schulman
David Schulman

Wealth Manager
J.P. Morgan Wealth Management

Greg Shevlin
Greg Shevlin

Wealth Manager
J.P. Morgan Wealth Management

Lisa Siegel
Lisa Siegel

Advanced Planner
J.P. Morgan Wealth Management

Lissa Silva
Lissa Silva

Wealth Advisor
J.P. Morgan Wealth Management

Dan Sirota
Dan Sirota

Wealth Manager
J.P. Morgan Wealth Management

Stephen M. Stabile
Stephen M. Stabile

Wealth Manager
J.P. Morgan Wealth Management

Jason Stanco
Jason Stanco

Wealth Manager
J.P. Morgan Wealth Management

Crista Tucker
Crista Tucker

Wealth Manager
J.P. Morgan Wealth Management

Robert Weiss
Robert Weiss

Regional Business Leader
J.P. Morgan Wealth Management

Ed Wentzheimer
Ed Wentzheimer

Wealth Manager
J.P. Morgan Wealth 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
J.P. Morgan Wealth Management