FIRST REPUBLIC SECURITIES COMPANY - Key Persons

Adam C. Hirsch

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director and Wealth Manager
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York
Adam Hirsch is a Managing Director and Wealth Manager with. J.P. Morgan Wealth Management. Mr. Hirsch joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Hirsch was a Managing Director and Wealth Manager at First Republic since 2022 and was a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, which he joined in 2006. He previously worked as a Technical Equity Trader for the Opus Fund. Mr. Hirsch is dedicated to serving the needs of his high net worth and ultra high net worth clients, including financial executives, law firms and doctors. He is committed to meeting clients' goals through highly customized plans that incorporate investment management with a focus on retirement and estate planning services. Mr. Hirsch has been recognized by several publications, including Financial Planning's "Top 40 Advisors Under 40" list in 2021 and On Wall Street's "Top 40 Under 40" list in 2020.

Alec Feinstein

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Vice President and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Los Angeles
Alec Feinstein is a Vice President and Wealth Manager with J.P. Morgan Wealth Management. Mr. Feinstein joined J.P. Morgan Wealth Management in 2023. Before joining J.P. Morgan Wealth Management, he was a Wealth Manager at First Republic Investment Management, since 2017. Prior to joining First Republic, Mr. Feinstein was a Client Service Associate at UBS Private Wealth Management. In his current role, he is focused on building tailored investment portfolios and lending solutions that compliment the financial needs of his established client base, which includes high net worth individuals, families, business owners and executives.

Amy Hong

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Vice President / Head of PWM Operations

Andrew Burge - SVP

Job Titles:
  • Chief Administrative Officer
  • Member of the First Republic Investment Management Team
  • Senior Vice President

Andrew Gibson

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Vice President and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / San Francisco
Andrew Gibson is a Senior Vice President and Wealth Manager with J.P. Morgan Wealth Management. In his role, Mr. Gibson advises wealthy families and individuals on investment strategy, asset allocation and overall portfolio management. Most recently, Mr. Gibson was the Head of Equity Trading for First Republic Investment Management after joining in 2012. Prior to joining J.P. Morgan Wealth Management, Mr. Gibson held institutional trading roles at Stifel Financial and Thomas Weisel Partners. Education Mr. Gibson earned his Bachelors of Science in International Business from San Francisco State University and an MBA from the F.W. Olin School of Business at Babson College in Massachusetts. Mr. Gibson holds Series 7, 24, 55, 63 and 65 licenses.

Arif Ahmed

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager, J.P. Morgan Wealth Management / San Francisco
Arif Ahmed is a Wealth Manager with J.P. Morgan Wealth Management. Mr. Ahmed joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Ahmed was a Senior Managing Director and Wealth Manager at First Republic since 2019 and was a Managing Director at Merrill Private Wealth Management, focused on the firm's most sophisticated clients. Additionally, he has worked with Silicon Valley entrepreneurs for over two decades. Mr. Ahmed and his team help clients with concentrated stock, estate planning strategies, cash flow modeling and family governance, as well as with endowments, foundations and family office services. His team is responsible for reviewing investment policy statements, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight. Mr. Ahmed began his career at Merrill Lynch in 1998.

Ashley Evans

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager, J.P. Morgan Wealth Management / San Francisco
Ashley Evans is a Wealth Manager with J.P. Morgan Wealth Management. Ms. Evans joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Evans was a Managing Director and Wealth Manager at First Republic since 2021 and was a Senior Vice President and Financial Advisor at Merrill Lynch Wealth Management. With over 15 years of industry experience, she focuses on serving the needs of high net worth individuals and families, with an expertise in advising on equity compensation and concentrated stock positions.

Aspasia Iosifellis - Managing Director

Job Titles:
  • Managing Director
  • Member of the JP Morgan Wealth Management Team

Barbara Bruser

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Boby Medic - Managing Director

Job Titles:
  • Managing Director
  • Member of the JP Morgan Wealth Management Team

Bonnie Leibowitz

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan
  • Advanced Planner, J.P. Morgan Wealth Management / New York
Bonnie Leibowtiz is a Managing Director and Financial Planner with J.P. Morgan Wealth Management. Ms. Leibowitz joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Ms. Leibowitz works with individuals, families and business owners, engaging them in the comprehensive financial planning process. Her areas of focus include estate and multi-generational planning, business continuity and succession planning and divorce planning. Prior to joining First Republic in 2019, she was a Vice President and Senior Wealth Strategist at PNC Wealth Management. Prior to that, Ms. Leibowitz was a Manager and Wealth Planner at Deloitte and Wells Fargo Private Bank as a Wealth Planner. Earlier in her career, Ms. Leibowitz practiced law as a tax, trusts and estate attorney with the New Jersey based firm Brach Eichler and later in New York with the firm of McLaughlin and Stern.

Bonnie Leibowtiz

Job Titles:
  • Managing Director and Financial Planner With J.P. Morgan Wealth Management
Bonnie Leibowtiz is a Managing Director and Financial Planner with J.P. Morgan Wealth Management. Ms. Leibowitz joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Ms. Leibowitz works with individuals, families and business owners, engaging them in the comprehensive financial planning process. Her areas of focus include estate and multi-generational planning, business continuity and succession planning and divorce planning. Prior to joining First Republic in 2019, she was a Vice President and Senior Wealth Strategist at PNC Wealth Management. Prior to that, Ms. Leibowitz was a Manager and Wealth Planner at Deloitte and Wells Fargo Private Bank as a Wealth Planner. Earlier in her career, Ms. Leibowitz practiced law as a tax, trusts and estate attorney with the New Jersey based firm Brach Eichler and later in New York with the firm of McLaughlin and Stern.

Brendan York

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Boston
Brendan York is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. York joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. York was a Wealth Manager at First Republic since 2018. Prior to joining First Republic, Mr. York was a Private Wealth Advisor and Senior Vice President for the Atwood Group within Merrill Lynch's Private Banking and Investment Group in Boston, MA. He joined the Atwood Group at Merrill Lynch in 2005. Mr. York advises a select group of clients helping them pursue their long-term objectives through an integrated suite of strategies, tactics and services. Within the team he is responsible for client outreach, relationship management and investment analysis. Previously he worked with Atlantic Trust Pell Rudman as an analyst supporting its investment management process. Mr. York began his career in 1997 with the Gillette Company where he spent seven years in finance and management. Education Mr. York earned his Bachelor of Arts in Business from the University of Notre Dame and his MBA from the Carroll School of Management at Boston College.

Brett W. Berry

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Managing Director and Wealth Manager at J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management
Brett W. Berry is a Senior Managing Director and Wealth Manager at J.P. Morgan Wealth Management. Mr. Berry and his team provide tailored wealth strategies and cohesive implementation to a select group of individuals, families and institutions throughout the United States. He is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth. As an investment manager, he specializes in providing creative, thoughtful, tax-sensitive investment solutions with special attention given to risk mitigation. He also has extensive experience in concentrated wealth solutions. As a financial advisor, Mr. Berry is skilled at identifying and prioritizing planning issues and plays a key role, with the firm's financial planning professionals, in coordinating the delivery of holistic advice to clients in collaboration with their attorneys, accountants and family office personnel. Before joining J.P. Morgan Wealth Management in July of 2023 he was a Senior Managing Director and Wealth Manager at First Republic Investment Management, which he joined in 2006. Previously, he held portfolio management positions at U.S. Trust Company and at Bailard, Inc. He also has held analyst positions with Hughes Investment Management Company and Wilshire Associates.

Brian P. Nagle

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Boston
Brian P. Nagle is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Nagle joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Nagle was a Wealth Manager at First Republic Investment Management, which he joined in 2013. Mr. Nagle specializes in the design and management of equity and balanced portfolios for ultra high net worth individuals, trusts, endowments and foundations. Prior to joining J.P. Morgan Wealth Management, Mr. Nagle was a Vice President and Senior Portfolio Manager at BNY Mellon Wealth Management, where he was responsible for managing large and complex family and trust relationships. In addition to investment management responsibilities, Mr. Nagle was also a member of BNY Mellon's Closely Held Business and Trust Administrative Committees. Prior to joining BNY Mellon, Mr. Nagle was a Manager with Ernst & Young's Personal Financial Counseling Practice.

Catherine Evans

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / San Francisco
Catherine Evans is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Ms. Evans joined J.P. Morgan Wealth Management in 2023. In her role, Ms. Evans advises wealthy families and individuals on investment strategy, asset allocation, wealth transfer strategies and cash flow planning. Ms. Evans was most recently a Wealth Advisor with First Republic, a role she assumed in 2005 as the first professional in the then-newly created Wealth Advisor role and has played an instrumental role in the growth of the wealth management business. Ms. Evans had previously worked in consulting and client relationship management roles with First Republic starting in 2002. Ms. Evans began her career as a management consultant with Oliver Wyman (formerly Mercer Management Consulting) in San Francisco. Professional Designations Ms. Evans is also a CERTIFIED FINANCIAL PLANNER™ professional. Education She holds a Bachelor of Arts in International Relations from Stanford University and an MBA from the Haas School of Business at the University of California, Berkeley.

Catherine Y. "Kit" Jackson

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Chad Cohen

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Vice President and Wealth Manager With J.P. Morgan Wealth Management
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York
Chad Cohen is a Senior Vice President and Wealth Manager with J.P. Morgan Wealth Management. Mr. Cohen joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Cohen was a Wealth Manager at First Republic since 2019. Prior to joining First Republic Mr. Cohen was an Associate Vice President with Wells Fargo Advisors. He began his career at Credit Suisse in 2014. Mr. Cohen works with wealthy individuals and families providing comprehensive financial planning and risk-based investment solutions.

Charles A. Rodgers

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Charles C. Radcliffe

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Chris Chase

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Christopher J. Wolfe - Chief Investment Officer

Job Titles:
  • Chief Investment Officer
  • Member of the JP Morgan Wealth Management Team

Claire Durand

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Advisor / J.P. Morgan

Clark Pingree

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager Business Leader / J.P. Morgan

Claudia Lovell

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Regional Business Leader / J.P. Morgan

Claudia Rivas

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Clifford Young

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Craig Kaufman

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Craig Valdes

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Crista Tucker

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Dagny Maidman

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Dan Jennings

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Dan Sirota

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Daniel Dwyer

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Daniel J. White

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Daniel Tumba

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

David A. Munoz

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director / J.P. Morgan

David C. Tateosian - President

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • President

David Lambert

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Advisor / J.P. Morgan

David Schulman

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York

Devon Porpora

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Douglas J. Feliciano

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Ed Wentzheimer

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan Wealth Management

Erik Berge

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner / J.P. Morgan

Erik Ralston

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Evan Weiss

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Estate and Business Planning Specialist

George Buza

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor / J.P. Morgan

George P. Fuchs

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York

Gina Costello

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor / J.P. Morgan

Glenn S. Degenaars

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Greg Shevlin

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Gregory Argyres

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Gregory Carafello

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York

Gregory P. Saville

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Gregory Webster

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Gregory Zappas

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

H. Williamson Ghriskey Jr.

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Hannah Forney

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Harold Reinstein

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

J. Joseph Lally

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

J.P. Morgan

Job Titles:
  • Securities

Jack Inserra

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jacklin Youssef

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

James Atwood

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Boston

James Barr

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor / J.P. Morgan

James Buckley

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

James G. Dempsey

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

James P. Fletcher

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Janet Sweeney

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Regional Business Leader / J.P. Morgan

Jared Weinman

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Jason Babb

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Jason O'Brien

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jason Stanco

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jay Halverson

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Estate and Business Planning Specialist

Jeff Greene

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jeff Schottenstein

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jeffrey Atwood

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Boston

Jeffrey K. Yandle

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jeffrey Rozenberg

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jeremy McChesney

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jessica Huang

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Jessie Foster

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Jim Morehouse

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

John Barnes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

John Emery Smyth

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

John McNamee

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

John Reed - Managing Director

Job Titles:
  • Managing Director
  • Member of the JP Morgan Wealth Management Team

Jon S. Bull

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Joseph P. Lally

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Julie Rousseau

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Private Wealth Advisors LLC / Boston

Justin Sean Raymond Tipp

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kate Kent-Sheehan - SVP

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Vice President

Kate McNally - Managing Director

Job Titles:
  • Managing Director
  • Member of the JP Morgan Wealth Management Team

Kathleen Kalp

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kathryn Harrison

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Estate and Business Planning Specialist / J.P. Morgan

Keith Webster

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kelly Arrillaga

Job Titles:
  • Member of the First Republic Investment Management Team
  • Managing Director / J.P. Morgan

Kenneth Morris

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kevin Chung

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner / J.P. Morgan

Kevin Douglas

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kevin E. Barnes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Kevin O'Connell

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kieran Lynch

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Kimberly Ferry

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Vice President / J.P. Morgan

Kristin Ashman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Laurel H. Norris

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Lauren K West

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Linda Yang

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Lisa Siegel

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Lissa Silva

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Advisor / J.P. Morgan

Louis J. Ventura - Managing Director

Job Titles:
  • Managing Director
  • Member of the JP Morgan Wealth Management Team

Lucas Newman

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Marci Rosenfeld

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Margaret Liu

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Managing Director / J.P. Morgan

Mark Beach

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Mark Kordes

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Mary Beth Byrne - CEO

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Managing Director

Matthew L. Hall

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Matthew MacMichael

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Maureen Flanagan

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Maureen McNally

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Maxwell Douglas Peckler

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Michael Herron

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Head of Insurance

Michael Morrone

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Michael Nelson

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Michael Schanna

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Michael Wray

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Michael Yeung

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Miranda Holmes

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner

Nick Fanneron

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Nicolas Gentin - EVP

Job Titles:
  • Executive Vice President
  • Member of the JP Morgan Wealth Management Team

Pamela L. Bennett

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor / J.P. Morgan

Pascale Hainline

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Patrick Trucco

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Advisor / J.P. Morgan

Paul Emata

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Petra Chien

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner / J.P. Morgan

Phil Scott

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Phillip Gilbert

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Radhika Mehta

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Reynolds Ospina

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager
  • Wealth Manager, J.P. Morgan Wealth Management

Richard Lombardozzi

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Executive Vice President / Head of Foreign Exchange

Richard Scarpelli

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Head of Financial Planning / J.P. Morgan

Rick DuPont

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Robert Weiss

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Regional Business Leader / J.P. Morgan

Robin Kopeikin

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Robin Yoshimura

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Ronald Weckbacher

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Ryan Jones

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Salvatore A. Tiano

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Sam Schoner

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Sanah Chung

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Scott Price

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Sebastian Komuda

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Shelley M. Gill - CEO

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Managing Director

Sheri Ann T. Chang Yamaguchi

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Stacy L. Allred

Job Titles:
  • Member of the First Republic Investment Management Team
  • Family Engagement and Governance

Stephen M. Stabile

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / New York

Steven Soja

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Stuart Burden

Job Titles:
  • Member of the First Republic Investment Management Team
  • Managing Director / J.P. Morgan

Stuart Wechsler

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Ted H. Gould - SVP

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Vice President

Ted Rice

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Thomas Finnegan - CEO

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Senior Managing Director

Tim Argyres

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Tim Woodall

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Todd Duncan

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Tom Beaty

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Tom Egan

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager

Vito Gioiello

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Vivian Loy

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Advanced Planner / J.P. Morgan

Wayne Hill

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Estate and Business Planning Specialist

Will Hendricks

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Estate and Business Planning Specialist

William G. Graham

Job Titles:
  • Member of the JP Morgan Wealth Management Team
  • Wealth Manager / J.P. Morgan

Zachary Berg

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan

Zachary Calahan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager / J.P. Morgan
  • Wealth Manager, J.P. Morgan Wealth Management / Boston