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.

Brian Addington
Brian Addington

Wealth Manager
First Republic Investment Management

Arif Ahmed
Arif Ahmed

Wealth Manager
First Republic Investment Management

Kevin E. Barnes
Kevin E. Barnes

Wealth Manager
First Republic Investment Management

Tom Beaty
Tom Beaty

Wealth Advisor
First Republic Investment Management

Hugh Beecher
Hugh Beecher

Wealth Manager
First Republic Investment Management

Dave Breslin
Dave Breslin

Senior Vice President
First Republic Private Wealth Management

Sean F. Bricmont
Sean F. Bricmont

Wealth Manager
First Republic Investment Management

James Buckley
James Buckley

Wealth Manager
First Republic Investment Management

Chris Chase
Chris Chase

Wealth Manager
First Republic Investment Management

Brian T. Chinn
Brian T. Chinn

Wealth Manager
First Republic Investment Management

Kevin Chung
Kevin Chung

Advanced Planner
First Republic Investment Management

Douglas R. Clough
Douglas R. Clough

Wealth Advisor
First Republic Investment Management

Jeffrey Coburn
Jeffrey Coburn

Wealth Manager
First Republic Investment Management

Michael Cox
Michael Cox

Wealth Manager
First Republic Investment Management

Susie Cranston
Susie Cranston

Executive Vice President of First Republic Private Wealth Management
Head of Wealth Services

Kevin Douglas
Kevin Douglas

Wealth Manager
First Republic Investment Management

David Dudek
David Dudek

Wealth Manager
First Republic Investment Management

Tom Egan
Tom Egan

Wealth Manager
First Republic Investment Management

Catherine Evans
Catherine Evans

Wealth Manager
First Republic Investment Management

Ashley Evans
Ashley Evans

Wealth Manager
First Republic Investment Management

Douglas J. Feliciano
Douglas J. Feliciano

Wealth Manager
First Republic Investment Management

Douglas Fiek
Douglas Fiek

Wealth Manager
First Republic Investment Management

Mark A. Friedman
Mark A. Friedman

Wealth Manager
First Republic Investment Management

John Froley
John Froley

Wealth Manager
First Republic Investment Management

Robert Gehlen
Robert Gehlen

Wealth Manager
First Republic Investment Management

Shelley M. Gill
Shelley M. Gill

Senior Managing Director
Foreign Exchange

Anne B. Golden
Anne B. Golden

Wealth Manager
First Republic Investment Management

Rick Gordon
Rick Gordon

Wealth Manager
First Republic Investment Management

Michael Griffin
Michael Griffin

Senior Trust Officer
First Republic Trust Company

Joel Grippando
Joel Grippando

Managing Director
Foreign Exchange

Kathryn Harrison
Kathryn Harrison

Estate and Business Planning Specialist
First Republic Investment Management

Michael Herron
Michael Herron

Head of Insurance
First Republic Private Wealth Management

Miranda Holmes
Miranda Holmes

Advanced Planner
First Republic Investment Management

Amy Hong
Amy Hong

Chief Compliance Officer
First Republic Investment Management

Aspasia Iosifellis
Aspasia Iosifellis

Managing Director
Foreign Exchange

Tomas Jansson
Tomas Jansson

Wealth Advisor
First Republic Investment Management

Kelly  Johnston
Kelly Johnston

President
First Republic Trust Company

Pam Knight
Pam Knight

Advanced Planner
First Republic Investment Management

Diane Kohler
Diane Kohler

Wealth Manager
First Republic Investment Management

Jeanmarie M. LaBonte
Jeanmarie M. LaBonte

Wealth Advisor
First Republic Investment Management

Chris Liuzzi
Chris Liuzzi

Senior Vice President, Head of Operations
First Republic Private Wealth Management

Dagny Maidman
Dagny Maidman

Wealth Manager
First Republic Investment Management

James B. Marchetti
James B. Marchetti

Wealth Manager
First Republic Investment Management

Stephen R. Marotto
Stephen R. Marotto

Wealth Manager
First Republic Investment Management

Sommer McKinley
Sommer McKinley

Director of Investments
First Republic Trust Company

David Mucha
David Mucha

Wealth Manager
First Republic Investment Management

Kristin Nicholson
Kristin Nicholson

Wealth Manager
First Republic Investment Management

Mark Nickel
Mark Nickel

Wealth Manager
First Republic Investment Management

Jeffrey Orr
Jeffrey Orr

Estate and Business Planning Specialist
First Republic Securities Company

Libby Palomeque
Libby Palomeque

Wealth Manager
First Republic Investment Management

Mitchell Peters
Mitchell Peters

Wealth Manager
First Republic Investment Management

Randy J. Peterson
Randy J. Peterson

Wealth Manager
First Republic Investment Management

Stephen Petrillo
Stephen Petrillo

Advanced Planner
First Republic Investment Management

Gary Pollock
Gary Pollock

Wealth Manager
First Republic Investment Management

Devon Porpora
Devon Porpora

Wealth Manager
First Republic Investment Management

Caleb Porter
Caleb Porter

Wealth Manager
First Republic Investment Management

Alex Radoslovich
Alex Radoslovich

Director
Foreign Exchange

Erik Ralston
Erik Ralston

Wealth Manager
First Republic Investment Management

Natalie Schnuck
Natalie Schnuck

Wealth Manager
First Republic Investment Management

Sam Schoner
Sam Schoner

Wealth Manager
First Republic Investment Management

Jeff Schottenstein
Jeff Schottenstein

Wealth Manager
First Republic Investment Management

Steven Soja
Steven Soja

Wealth Manager
First Republic Investment Management

Nicholas Stiles
Nicholas Stiles

Senior Managing Director
Foreign Exchange

David C. Tateosian
David C. Tateosian

President
First Republic Securities Company

Robert L. Thornton
Robert L. Thornton

Executive Vice President and President
First Republic Private Wealth Management

Craig Valdes
Craig Valdes

Wealth Manager
First Republic Investment Management

Laura Harrison Ward
Laura Harrison Ward

Wealth Manager
First Republic Investment Management

Jeremy Wenner
Jeremy Wenner

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
First Republic Investment Management

Margaret A. Zywicz
Margaret A. Zywicz

Regional Team Lead
First Republic Trust Company