Private Wealth Management Team | First Republic now part of JPMorgan Chase

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.

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Nasser Abdulkariem

Nasser Abdulkariem

Wealth Manager
First Republic Investment Management

Arif Ahmed

Wealth Manager
J.P. Morgan Wealth Management

Gregory Argyres

Gregory Argyres

Wealth Manager
J.P. Morgan Wealth Management

Tim Argyres

Wealth Manager
J.P. Morgan Wealth Management

Kevin E. Barnes

Kevin E. Barnes

Wealth Manager
J.P. Morgan Wealth Management

Tom Beaty

Wealth Manager
J.P. Morgan Wealth Management

Hugh Beecher

Wealth Manager
J.P. Morgan Wealth Management

James Buckley

Wealth Manager
J.P. Morgan Wealth Management

Stuart Burden

Managing Director
J.P. Morgan Wealth Management

Chris Chase

Wealth Manager
J.P. Morgan Wealth Management

Brian T. Chinn

Wealth Manager
J.P. Morgan Wealth Management

Kevin Chung

Advanced Planner
J.P. Morgan Wealth Management

Kevin Douglas

Wealth Manager
J.P. Morgan Wealth Management

Tom Egan

Wealth Manager
First Republic Investment Management

Catherine Evans

Catherine Evans

Wealth Manager
J.P. Morgan Wealth Management

Ashley Evans

Wealth Manager
J.P. Morgan Wealth Management

Douglas J. Feliciano

Douglas J. Feliciano

Wealth Manager
J.P. Morgan Wealth Management

Douglas Fiek

Wealth Manager
J.P. Morgan Wealth Management

Kathryn Geraghty

Kathryn Geraghty

Advanced Planner
J.P. Morgan Wealth Management

Andrew Gibson

Wealth Manager
J.P. Morgan Wealth Management

Shelley M. Gill

Shelley M. Gill

Senior Managing Director
Foreign Exchange

Rick Gordon

Wealth Manager
J.P. Morgan Wealth Management

Michael Griffin

Michael Griffin

Senior Trust Officer
First Republic Trust Company

Kathryn Harrison

Kathryn Harrison

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

Michael Herron

Head of Insurance
First Republic Private Wealth Management

Wayne Hill

Estate and Business Planning Specialist
First Republic Securities Company

Miranda Holmes

Advanced Planner
First Republic Investment Management

Amy Hong

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

Aspasia Iosifellis

Aspasia Iosifellis

Managing Director
Foreign Exchange

Dagny Maidman

Wealth Manager
J.P. Morgan Wealth Management

Boby Medic

Managing Director
Foreign Exchange

Ari Messenger

Advanced Planner
First Republic Private Wealth Management

Micah Miller

Advanced Planner
First Republic Investment Management

Michael Morrone

Michael Morrone

Wealth Manager
J.P. Morgan Wealth Management

Laurel H. Norris

Laurel H. Norris

Wealth Manager
J.P. Morgan Wealth Management

Stephen Petrillo

Stephen Petrillo

Advanced Planner
J.P. Morgan Wealth Management

Clark Pingree

Wealth Manager Business Leader
J.P. Morgan Wealth Management

Gary Pollock

Wealth Manager
J.P. Morgan Wealth Management

Devon Porpora

Wealth Manager
J.P. Morgan Wealth Management

Erik Ralston

Wealth Manager
J.P. Morgan Wealth Management

Ted Rice

Wealth Manager
J.P. Morgan Wealth Management

Claudia Rivas

Wealth Manager
J.P. Morgan Wealth Management

Sam Schoner

Wealth Manager
J.P. Morgan Wealth Management

Jeff Schottenstein

Jeff Schottenstein

Wealth Manager
J.P. Morgan Wealth Management

Steven Soja

Wealth Manager
J.P. Morgan Wealth Management

David C. Tateosian

David C. Tateosian

President
First Republic Securities Company

Craig Valdes

Wealth Manager
First Republic Investment Management

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

Wealth Manager
J.P. Morgan Wealth Management