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
First Republic Investment Management

Brett W. Berry
Brett W. Berry

Wealth Manager
First Republic Investment Management

Steve Bono
Steve Bono

Wealth Manager
First Republic Investment Management

Anthony Custodio
Anthony Custodio

Wealth Manager
First Republic Investment Management

Todd Duncan
Todd Duncan

Wealth Manager
First Republic Investment Management

Rick DuPont
Rick DuPont

Wealth Manager
First Republic Investment Management

Jessica Huang
Jessica Huang

Wealth Manager
First Republic Investment Management

Jeremy McChesney
Jeremy McChesney

Wealth Manager
First Republic Investment Management

Jim Morehouse
Jim Morehouse

Wealth Manager
First Republic Investment Management

Aaron R. Nichols
Aaron R. Nichols

Wealth Manager
First Republic Investment Management

Reynolds Ospina
Reynolds Ospina

Wealth Manager
First Republic Investment Management

Marci Rosenfeld
Marci Rosenfeld

Wealth Manager
First Republic Investment Management

Theresa M. Rutledge
Theresa M. Rutledge

Wealth Manager
First Republic Investment Management