Private Wealth Management Team | First Republic

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.

Filter by Locations

Filter by Service Groups

Kristin Ashman

Wealth Manager
First Republic Investment Management

Jason Babb

Wealth Manager
First Republic Investment Management

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

Wealth Manager
First Republic Investment Management

Steve Condos

Wealth Manager
First Republic Investment Management

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

Wealth Manager
First Republic Investment Management

Nick Fanneron

Wealth Manager
First Republic Investment Management

Steve Fernelis

Wealth Advisor
First Republic Investment Management

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

Wealth Manager
First Republic Investment Management

Pascale Hainline

Pascale Hainline

Wealth Manager
First Republic Investment Management

Adam C. Hirsch

Wealth Manager
First Republic Investment Management

Jack Inserra

Wealth Manager
First Republic Investment Management

Catherine Y. "Kit" Jackson

Catherine Y. "Kit" Jackson

Wealth Manager
First Republic Investment Management

Michael Kantor

Wealth Manager
First Republic Investment Management

Jared Katzman

Wealth Manager
First Republic Investment Management

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

Wealth Manager
First Republic Investment Management

Mike Lee

Regional Market Development Leader
Private Wealth Management

Bonnie Leibowitz

Bonnie Leibowitz

Advanced Planner
First Republic Investment Management

Vivian Loy

Advanced Planner
First Republic Investment Management

Kieran Lynch

Wealth Manager
First Republic Investment Management

Fortune S. Macri III

Fortune S. Macri III

Wealth Manager
First Republic Investment Management

Kate McNally

Managing Director
Foreign Exchange

Maureen McNally

Maureen McNally

Wealth Manager
First Republic Investment Management

Radhika Mehta

Wealth Manager
First Republic Investment Management

Carolyn Misa-Peretzman

Carolyn Misa-Peretzman

Senior Trust Officer
First Republic Trust Company

Kenneth Morris

Wealth Manager
First Republic Investment Management

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

Advanced Planner
First Republic Investment Management

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

Wealth Manager
First Republic Investment Management

Greg Shevlin

Wealth Manager
First Republic Investment Management

Lisa Siegel

Advanced Planner
First Republic Investment Management

Lissa Silva

Wealth Advisor
First Republic Investment Management

Dan Sirota

Wealth Manager
First Republic Investment Management

William A. Slayne

William A. Slayne

Wealth Manager
First Republic Investment Management

Evan Soff

Wealth Manager
First Republic Investment Management

Stephen M. Stabile

Stephen M. Stabile

Wealth Manager
First Republic Investment Management

Jason Stanco

Wealth Manager
First Republic Investment Management

Crista Tucker

Wealth Manager
First Republic Investment Management

Robert Weiss

Regional Business Leader
First Republic Investment Management

Ed Wentzheimer

Wealth Manager
First Republic Investment Management

Michael Wray

Wealth Manager
First Republic Investment Management

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