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.

Zachary Berg
Zachary Berg

Wealth Manager
First Republic Investment Management

Barry Berg
Barry Berg

Wealth Manager
First Republic Investment Management

Michael Brodnik
Michael Brodnik

Wealth Manager
First Republic Investment Management

Jonna Brown
Jonna Brown

Regional Team Lead
First Republic Trust Company

H. Williamson Ghriskey Jr.
H. Williamson Ghriskey Jr.

Wealth Manager
First Republic Investment Management

Phillip Gilbert
Phillip Gilbert

Wealth Manager
First Republic Investment Management

Jay Goldstein
Jay Goldstein

Wealth Manager
First Republic Investment Management

William Grinnell
William Grinnell

Wealth Advisor
First Republic Investment Management

Sam Katzman
Sam Katzman

Wealth Manager
First Republic Investment Management

Mark Kordes
Mark Kordes

Advanced Planner
First Republic Investment Management

Neil Koricanac
Neil Koricanac

Wealth Manager
First Republic Investment Management

Steven Levine
Steven Levine

Wealth Manager
First Republic Investment Management

David Loeb
David Loeb

Wealth Manager
First Republic Investment Management

Amanda Moss
Amanda Moss

Trust Officer
First Republic Trust Company

Jason O'Brien
Jason O'Brien

Wealth Manager
First Republic Investment Management

Maureen Raihle
Maureen Raihle

Wealth Manager
First Republic Investment Management

Charles A. Rodgers
Charles A. Rodgers

Wealth Manager
First Republic Investment Management

Gregory P. Saville
Gregory P. Saville

Wealth Manager
First Republic Investment Management

John Emery Smyth
John Emery Smyth

Wealth Manager
First Republic Investment Management

David Stecker
David Stecker

Wealth Manager
First Republic Investment Management

Salvatore A. Tiano
Salvatore A. Tiano

Wealth Manager
First Republic Investment Management

Daniel Tumba
Daniel Tumba

Wealth Manager
First Republic Investment Management

Andrew Vahab
Andrew Vahab

Wealth Manager
First Republic Investment Management

Louis J. Ventura
Louis J. Ventura

Managing Director
First Republic Investment Management

John P. Ver Bockel
John P. Ver Bockel

Wealth Manager
First Republic Investment Management

Eric Yamin
Eric Yamin

Wealth Manager
First Republic Investment Management