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.

Mark Beach
Mark Beach

Wealth Manager
J.P. Morgan Wealth Management

Brett W. Berry
Brett W. Berry

Wealth Manager
J.P. Morgan Wealth Management

Todd Duncan
Todd Duncan

Wealth Manager
J.P. Morgan Wealth Management

Rick DuPont
Rick DuPont

Wealth Manager
J.P. Morgan Wealth Management

Jessica Huang
Jessica Huang

Wealth Manager
J.P. Morgan Wealth Management

Jeremy McChesney
Jeremy McChesney

Wealth Manager
J.P. Morgan Wealth Management

Jim Morehouse
Jim Morehouse

Wealth Manager
J.P. Morgan Wealth Management

Reynolds Ospina
Reynolds Ospina

Wealth Manager
First Republic Investment Management

Marci Rosenfeld
Marci Rosenfeld

Wealth Manager
J.P. Morgan Wealth Management