Private Wealth Management Team | First Republic

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
First Republic Investment Management

Tim Argyres

Wealth Manager
First Republic Investment Management

Gregory Argyres

Gregory Argyres

Wealth Manager
First Republic Investment Management

Kevin E. Barnes

Kevin E. Barnes

Wealth Manager
First Republic Investment Management

Tom Beaty

Wealth Advisor
First Republic Investment Management

Hugh Beecher

Wealth Manager
First Republic Investment Management

James Buckley

Wealth Manager
First Republic Investment Management

Stuart Burden

Managing Director
First Republic Investment Management

Chris Chase

Wealth Manager
First Republic Investment Management

Brian T. Chinn

Wealth Manager
First Republic Investment Management

Kevin Chung

Advanced Planner
First Republic Investment Management

Kevin Douglas

Wealth Manager
First Republic Investment Management

Tom Egan

Wealth Manager
First Republic Investment Management

Ashley Evans

Wealth Manager
First Republic Investment Management

Catherine Evans

Catherine Evans

Wealth Manager
First Republic Investment Management

Douglas J. Feliciano

Douglas J. Feliciano

Wealth Manager
First Republic Investment Management

Douglas Fiek

Wealth Manager
First Republic Investment Management

John Froley

Wealth Manager
First Republic Investment Management

Kathryn Geraghty

Kathryn Geraghty

Advanced Planner
First Republic Investment Management

Andrew Gibson

Wealth Manager
First Republic Investment Management

Shelley M. Gill

Shelley M. Gill

Senior Managing Director
Foreign Exchange

Rick Gordon

Wealth Manager
First Republic Investment Management

Michael Griffin

Michael Griffin

Senior Trust Officer
First Republic Trust Company

Charles Guittari

Charles Guittari

Investment Consultant
First Republic Private Wealth Management

Kathryn Harrison

Kathryn Harrison

Estate and Business Planning Specialist
First Republic Investment 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
First Republic Investment Management

Sommer McKinley

Sommer McKinley

Director of Investments
First Republic Trust Company

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
First Republic Investment Management

Kristin Nicholson

Kristin Nicholson

Wealth Manager
First Republic Investment Management

Laurel H. Norris

Laurel H. Norris

Wealth Manager
First Republic Investment Management

Libby Palomeque

Libby Palomeque

Wealth Manager
First Republic Investment Management

Stephen Petrillo

Stephen Petrillo

Advanced Planner
First Republic Investment Management

Clark Pingree

Wealth Manager Business Leader
First Republic Investment Management

Gary Pollock

Wealth Manager
First Republic Investment Management

Devon Porpora

Wealth Manager
First Republic Investment Management

Alex Radoslovich

Alex Radoslovich

Director
Foreign Exchange

Erik Ralston

Wealth Manager
First Republic Investment Management

Ted Rice

Wealth Manager
First Republic Investment Management

Claudia Rivas

Wealth Manager
First Republic Investment Management

Sam Schoner

Wealth Manager
First Republic Investment Management

Jeff Schottenstein

Jeff Schottenstein

Wealth Manager
First Republic Investment Management

Steven Soja

Wealth Manager
First Republic Investment Management

David C. Tateosian

David C. Tateosian

President
First Republic Securities Company

Robert L. Thornton

Robert L. Thornton

Executive Vice President and President
Private Wealth Management

Craig Valdes

Wealth Manager
First Republic Investment Management

Byron E. Valles

Byron E. Valles

Investment Consultant
First Republic Securities Company

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
First Republic Investment Management

Clifford Young

Wealth Manager
First Republic Investment Management