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.

James Atwood
James Atwood

Wealth Manager
J.P. Morgan Wealth Management

Jeffrey Atwood
Jeffrey Atwood

Wealth Manager
J.P. Morgan Wealth Management

James Barr
James Barr

Wealth Advisor
J.P. Morgan Wealth Management

Erik Berge
Erik Berge

Advanced Planner
J.P. Morgan Wealth Management

Zachary Calahan
Zachary Calahan

Wealth Manager
J.P. Morgan Wealth Management

Gina Costello
Gina Costello

Wealth Advisor
J.P. Morgan Wealth Management

McLane Cover
McLane Cover

Wealth Manager
First Republic Investment Management

Jessie Foster
Jessie Foster

Advanced Planner
J.P. Morgan Wealth Management

Ted H. Gould
Ted H. Gould

Senior Vice President
Foreign Exchange

William G. Graham
William G. Graham

Wealth Manager
J.P. Morgan Wealth Management

Kate Kent-Sheehan
Kate Kent-Sheehan

Senior Vice President
Foreign Exchange

David Lambert
David Lambert

Wealth Advisor
J.P. Morgan Wealth Management

Richard Lombardozzi
Richard Lombardozzi

Executive Vice President
Head of Foreign Exchange

Brian P. Nagle
Brian P. Nagle

Wealth Manager
J.P. Morgan Wealth Management

Maxwell Douglas Peckler
Maxwell Douglas Peckler

Wealth Manager
First Republic Investment Management

Scott Price
Scott Price

Wealth Manager
J.P. Morgan Wealth Management

Julie Rousseau
Julie Rousseau

Wealth Manager
J.P. Morgan Wealth Management

Janet Sweeney
Janet Sweeney

Regional Business Leader
J.P. Morgan Wealth Management

Evan Weiss
Evan Weiss

Estate and Business Planning Specialist
First Republic Securities Company

Brendan York
Brendan York

Wealth Manager
J.P. Morgan Wealth Management