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.

Nasser Abdulkariem
Nasser Abdulkariem

Wealth Manager
First Republic Investment Management

Arif Ahmed
Arif Ahmed

Wealth Manager
J.P. Morgan Wealth Management

Tim Argyres
Tim Argyres

Wealth Manager
J.P. Morgan Wealth Management

Gregory Argyres
Gregory Argyres

Wealth Manager
J.P. Morgan Wealth Management

Kevin E. Barnes
Kevin E. Barnes

Wealth Manager
J.P. Morgan Wealth Management

Tom Beaty
Tom Beaty

Wealth Manager
J.P. Morgan Wealth Management

James Buckley
James Buckley

Wealth Manager
J.P. Morgan Wealth Management

Stuart Burden
Stuart Burden

Managing Director
J.P. Morgan Wealth Management

Kevin Chung
Kevin Chung

Advanced Planner
J.P. Morgan Wealth Management

Kevin Douglas
Kevin Douglas

Wealth Manager
J.P. Morgan Wealth Management

Tom Egan
Tom Egan

Wealth Manager
First Republic Investment Management

Catherine Evans
Catherine Evans

Wealth Manager
J.P. Morgan Wealth Management

Douglas J. Feliciano
Douglas J. Feliciano

Wealth Manager
J.P. Morgan Wealth Management

Andrew Gibson
Andrew Gibson

Wealth Manager
J.P. Morgan Wealth Management

Shelley M. Gill
Shelley M. Gill

Senior Managing Director
Foreign Exchange

Kathryn Harrison
Kathryn Harrison

Estate and Business Planning Specialist
J.P. Morgan Wealth Management

Michael Herron
Michael Herron

Head of Insurance
First Republic Private Wealth Management

Wayne Hill
Wayne Hill

Estate and Business Planning Specialist
First Republic Securities Company

Miranda Holmes
Miranda Holmes

Advanced Planner
First Republic Investment Management

Amy Hong
Amy Hong

Senior Vice President
Head of PWM Operations, First Republic Investment Management

Aspasia Iosifellis
Aspasia Iosifellis

Managing Director
Foreign Exchange

Boby Medic
Boby Medic

Managing Director
Foreign Exchange

Michael Morrone
Michael Morrone

Wealth Manager
J.P. Morgan Wealth Management

Laurel H. Norris
Laurel H. Norris

Wealth Manager
J.P. Morgan Wealth Management

Devon Porpora
Devon Porpora

Wealth Manager
J.P. Morgan Wealth Management

Ted Rice
Ted Rice

Wealth Manager
J.P. Morgan Wealth Management

Claudia Rivas
Claudia Rivas

Wealth Manager
J.P. Morgan Wealth Management

Sam Schoner
Sam Schoner

Wealth Manager
J.P. Morgan Wealth Management

Jeff Schottenstein
Jeff Schottenstein

Wealth Manager
J.P. Morgan Wealth Management

Steven Soja
Steven Soja

Wealth Manager
J.P. Morgan Wealth Management

David C. Tateosian
David C. Tateosian

President
First Republic Securities Company

Craig Valdes
Craig Valdes

Wealth Manager
First Republic Investment Management

Lauren K West
Lauren K West

Wealth Manager
First Republic Investment Management

Christopher J. Wolfe
Christopher J. Wolfe

Chief Investment Officer
First Republic Investment Management

Robin Yoshimura
Robin Yoshimura

Wealth Manager
J.P. Morgan Wealth Management

Clifford Young
Clifford Young

Wealth Manager
J.P. Morgan Wealth Management