First Republic: 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.

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James Gersack

Wealth Manager
First Republic Investment Management

Lisa Kitchin

Wealth Manager
First Republic Investment Management

James L. Marchetti

Wealth Manager
First Republic Investment Management

Tonya Penning

Senior Trust Officer
First Republic Trust Company of Wyoming LLC

Patrick Trucco

Wealth Advisor
First Republic Investment Management

James Wilcox

Wealth Manager
First Republic Investment Management

Richard Will

Wealth Manager
First Republic Investment Management