FIRST REPUBLIC BANK - Key Persons


Aaron R. Nichols

Job Titles:
  • Member of the First Republic Investment Management Team
  • Managing Director and Wealth Manager
  • Wealth Manager
Aaron Nichols is a Managing Director and Wealth Manager at First Republic Investment Management, based in Palo Alto. Mr. Nichols has served as a financial advisor to wealthy and ultra-high-net-worth families, entrepreneurs, as well as corporations and nonprofit institutions for over two decades. His team's experience and expertise center on financial planning, including cash flow modeling, and the practice of goals-based investment management to protect and grow wealth, enabling clients to fulfill the purpose they envision for their lives, families, and community. With a focus on risk management and tax optimization, Mr. Nichols constructs diversified multi-asset portfolios employing both the public markets and private investments. Prior to joining First Republic in 2012, Mr. Nichols was a Vice President and Financial Consultant at Charles Schwab. Previously, he was President/CEO at Nichols Research (acquired in 2016) and held preceding positions as Vice President and Business Development Officer at U.S. Trust Company and as Financial Advisor at American Express Financial Advisors (now Ameriprise Financial). Mr. Nichols is deeply committed to his clients' success and his work has led to recognition as a 2021 and 2022 Forbes Best-In-State Wealth Advisor.1

Abe I. Borenstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Adam Beard

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Adam C. Hirsch

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Al Antonitis

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Alec Feinstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Alex Radoslovich

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

Alexander H. Kadish

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Alison G. Westbrook

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Team Lead / First Republic Trust Company of Delaware LLC

Amanda Moss

Job Titles:
  • Member of the First Republic Investment Management Team
  • Trust Officer

Amy Hong

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Vice President / Head of PWM Operations

Andrea Borgioli

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

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 First Republic Investment Management Team
  • Wealth Manager

Andrew Vahab

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Angela Raitzin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Anna Paiva

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Anne B. Golden

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Anthony Custodio

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Ari Messenger

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Arif Ahmed

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Arthur Karabelas

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Arthur Pensato

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Ashley Evans

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Aspasia Iosifellis - Managing Director

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

Barbara Bruser

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Barry Berg

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Bart F. Zitnitsky

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Boby Medic - Managing Director

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

Bonnie Leibowitz

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Boris Groysberg - Chairman

Job Titles:
  • Chairman
  • Member of the Board
Professor Groysberg teaches business administration in the Organizational Behavior Unit at Harvard Business School. He is the author of Chasing Stars: The ...

Brandon Guillemin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer / First Republic Trust Company of Delaware LLC

Brenda Travaglini

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brendan York

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brett W. Berry

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brian Addington

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brian Kelleher

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brian P. Nagle

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brian T. Chinn

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Brian Zakrocki

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Britney Parnell - Managing Director

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

Byron E. Valles

Job Titles:
  • Member of the First Republic Investment Management Team
  • Investment Consultant / First Republic Securities Company

Carolyn Misa

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Cary Biren

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Catherine Evans

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Catherine Y. "Kit" Jackson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Cathy Chase

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Chad Cohen

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Charles A. Rodgers

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Charles C. Radcliffe

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Charles Guittari

Job Titles:
  • Member of the First Republic Investment Management Team
  • Investment Consultant

Chris Chase

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Chris Limbach

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer / First Republic Trust Company of Delaware LLC

Chris Merrifield

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Chris Ou-Tim

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Christina M. Barton

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Custody Officer

Christopher J. Wolfe - Chief Investment Officer

Job Titles:
  • Chief Investment Officer
  • Member of the First Republic Investment Management Team

Claire Durand

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Clarke Leaverton

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Claudia Lovell

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Business Leader

Claudia Rivas

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Clifford Young

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Craig Kaufman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Craig Valdes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Crista Tucker

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Cynthia Lemus

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Dagny Maidman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dale A. Smith

Job Titles:
  • Special Advisor

Dan Bessey

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dan Jennings

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dan Sirota

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Daniel Dwyer

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Daniel Gallagher - Managing Director

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

Daniel J. White

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Daniel Lee

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Daniel Selcow

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Daniel Tumba

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Darin Souza

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dave Breslin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager Business Leader

David A. Munoz - Managing Director

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

David Arizini

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David B. Lichtman - SEVP

Job Titles:
  • Chief Credit Officer
  • Senior Executive Vice President
Mr. Lichtman has been with First Republic since 1986 and has held positions in various phases of lending operations at the Bank. Mr. Lichtman was ...

David Babbitt - Managing Director

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

David C. Tateosian

Job Titles:
  • Member of the First Republic Investment Management Team
  • President / First Republic Securities Company

David Dudek

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David Guthrie

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David Lambert

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

David Loeb

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David Mucha

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David Schulman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

David Stecker

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dean Jackson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dennis Murray - Managing Director

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

Derek Mohamed

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Devon Porpora

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Diane Kohler

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Douglas Fiek

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Douglas J. Feliciano

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Drew Curto

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Dustin Raring

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Ed Wentzheimer

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Erik Berge

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Erik Ralston

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Evan Soff

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Evan Weiss

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist / First Republic Securities Company

Fortune S. Macri III

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Frank J. Fahrenkopf Jr. - Chairman

Job Titles:
  • Chairman
  • Member of the Board
Mr. Fahrenkopf was President and CEO of the American Gaming Association for 18 years. He is of counsel in the Washington, D.C., law firm of Hogan ...

Fred Przekop - Managing Director

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

Garry Pace

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gary Pollock

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gene Martino

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

George Boudria

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

George Buza

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

George G. C. Parker

Job Titles:
  • Chairman of the Audit Committee
  • Member of the Board
  • Chairman / Financial Expert
Mr. Parker is the Dean Witter Distinguished Professor of Finance, Emeritus, formerly Senior Associate Dean for Academic Affairs, Director of the ...

George P. Fuchs

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gina Costello

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Glenn S. Degenaars

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Greg Shevlin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gregg Palmer

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Gregory Argyres

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gregory Carafello

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gregory P. Saville

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gregory Webster

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Gregory Zappas

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

H. Williamson Ghriskey Jr.

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Hannah Forney

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Harold Reinstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Hugh Beecher

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Isaac Richard III

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

J. Joseph Lally

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

J.P. Garofalo

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jack Inserra

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jacklin Youssef

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

James Atwood

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

James Barr

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

James Buckley

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

James Edwards III

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

James G. Dempsey

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

James Gersack

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

James H. Herbert, II - Chairman, Founder

Job Titles:
  • Executive Chairman
  • Founder
Mr. Herbert founded First Republic Bank in 1985 and served as CEO for 37 years. From 2007, he also served as Chairman. He was appointed Executive Chairman ...

James P. Fletcher

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

James Wilcox

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Janet Sweeney

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Business Leader

Jared Katzman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jared Weinman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Jason Babb

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jason O'Brien

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jason Stanco

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jay Halverson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist / First Republic Securities Company

Jeanmarie M. LaBonte

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Jeff Greene

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeff Schottenstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeff Sherman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeffrey Atwood

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeffrey K. Yandle

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeffrey Rozenberg

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeffrey Titus

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jennifer Polster

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

Jeremy McChesney

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jeremy Wenner

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jessica Huang

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jessie Foster

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Jim Morehouse

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

John Barnes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

John Emery Smyth

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

John Frey - CEO

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

John Froley

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

John McNamee

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

John P. Muhlbauer - Managing Director

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

John P. Ver Bockel

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jon Goldstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jon R. Wolfe - Managing Director

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

Jon S. Bull

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jonathan Jewitt

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Jonna Brown

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Team Lead

Joseph P. Lally

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Joseph Wladyka

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Joshua Davis - Managing Director

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

Joshua Pace

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Julie Rousseau

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Justin Merola

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Justin Sean Raymond Tipp

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Karen Creel

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist / First Republic Securities Company

Karin J. Barber

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Team Lead

Kate Kent-Sheehan - SVP

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

Kate McNally - Managing Director

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

Katherine August-deWilde

Job Titles:
  • Member of the Board
  • Vice Chair
Ms. August-deWilde was an executive at First Republic Bank from 1985 to 2015. She served as President from 2007 and as COO from 1996 to ...

Kathleen Kalp

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kathryn Geraghty

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Kathryn Harrison

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist

Kathy Calcagno

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Keith Webster

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kelly Arrillaga - Managing Director

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

Kelly Johnston

Job Titles:
  • Member of the First Republic Investment Management Team
  • President, First Republic Trust Company, & EVP

Kenneth Morris

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kevin Chung

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Kevin Douglas

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kevin E. Barnes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kevin MacIntyre

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kevin O'Connell

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kieran Lynch

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kimberly Ferry

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kristin Ashman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Kristin Nicholson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Laura Harrison Ward

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Laurel H. Norris

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Lauren K West

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Leigh Flor

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Leland Mindnich

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Libby Palomeque

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Linda Mauzy

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Linda Yang

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Lisa Kitchin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Lisa Siegel

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Lissa Silva

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Louis J. Ventura - Managing Director

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

Lucas Newman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Marci Rosenfeld

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Marena Tufenkjian

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Margaret Liu - Managing Director

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

Margaret Pierattini

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark A. Friedman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark Beach

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark Kordes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Mark Mulvoy

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark Nickel

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark R. Grande

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mark W. Alibrandi

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mary Beth Byrne - CEO

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

Mary W. Hayes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Matt Malakoff - Managing Director

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

Matthew Babrick

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Matthew L. Hall

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Matthew MacMichael

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Maureen Flanagan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Maureen McNally

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Maureen Raihle

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Maxwell Douglas Peckler

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Micah Miller

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Michael Brodnik

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Corcoran - Managing Director

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

Michael Cox

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael D. Selfridge

Job Titles:
  • Senior Executive Vice President / Chief Banking Officer
Mr. Selfridge joined First Republic in 2012. He has served as Deputy Chief Operating Officer, Chief Risk Officer and Chief Operating Officer, and was ...

Michael Griffin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Michael Herron

Job Titles:
  • Member of the First Republic Investment Management Team
  • Head of Insurance

Michael J. Keating

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Michael J. Roffler - CEO, President

Job Titles:
  • CEO
  • Member of the Board
  • President
Mr. Roffler joined First Republic in 2009 as Deputy Chief Financial Officer. He became Executive Vice President and Chief Financial Officer in 2015 and ...

Michael Kantor

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Kato

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Michael Kramer

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Laubenstein

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Michael Maturo - Managing Director

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

Michael Morrone

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Nelson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Schanna

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Texido

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Wray

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Michael Yeung

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mike Lee

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Market Development Leader / Private Wealth Management

Miranda Holmes

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Mitchell Peters

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Mollie M. Richardson - CHRO, EVP

Job Titles:
  • Chief People Officer
  • Executive Vice President
Ms. Richardson joined First Republic in 2003 and was appointed Chief People Officer in 2016. She oversees human resources and various Bank-wide ...

Neal Holland - CFO, EVP

Job Titles:
  • Chief Financial Officer
  • Executive Vice President
  • in 2022 As Chief Financial Officer
Mr. Holland joined First Republic in 2022 as Chief Financial Officer. Prior to joining the Bank, Mr. Holland worked for MUFG Union Bank for 14 years, most ...

Neil Koricanac

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Nicholas Davey

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Nicholas Stiles - CEO

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

Nichole Heidrick

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Nick Fanneron

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Nicolas Gentin - EVP

Job Titles:
  • Executive Vice President
  • Member of the First Republic Investment Management Team

Okita Sevi

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Pamela J. Joyner

Job Titles:
  • Member of the Board
Ms. Joyner was a founding partner of Avid Partners LLC, a strategic marketing consulting firm. Previously, she held senior positions at Bowman Capital ...

Pamela L. Bennett

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Pascale Hainline

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Patrick Duong - Managing Director

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

Patrick Trucco

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Paul Emata

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Paul Tramontano

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Peter Morimoto

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Petra Chien

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Phil Scott

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Phillip Gilbert

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Radhika Mehta

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Randy J. Peterson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Raymond C. Radigan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Team Lead

Renee Provencher

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

René Henriksen

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Reynold Levy

Job Titles:
  • Chairman of the Compensation Committee
  • Consultant
  • Member of the Audit Committee
  • Board Member / Lead Outside Director
Mr. Levy serves as a consultant to commercial organizations, nonprofit institutions and individual benefactors. He most recently served as President of ... The Compensation Committee reviews the compensation policies, incentive arrangements and employment agreements to determine whether compensation is in line with prudent management practices, peer firms and industry standards.

Reynolds Ospina

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Richard G. Chalifoux

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Richard Grande

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Richard Lombardozzi

Job Titles:
  • Member of the First Republic Investment Management Team
  • Executive Vice President / Head of Foreign Exchange

Richard Scarpelli

Job Titles:
  • Member of the First Republic Investment Management Team
  • Head of Financial Planning

Richard Will

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Rick DuPont

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Rick Gordon

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Rick Osterloh

Job Titles:
  • Member of the Board
  • Senior Vice President of Devices & Services at Google
Mr. Osterloh is Senior Vice President of Devices & Services at Google. A technology innovator, he has led Google's global Devices & Services product area ...

Robert Gehlen

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Robert L. Thornton - EVP, President

Job Titles:
  • Executive Vice President
  • Member of the First Republic Investment Management Team
  • President
Mr. Thornton joined First Republic in 2004 and currently serves as President of First Republic Investment Management and President of First Republic ...

Robert Nicastro

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Robert Weiss

Job Titles:
  • Member of the First Republic Investment Management Team
  • Regional Business Leader

Robin Kopeikin

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Robin Yoshimura

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Roger O. Walther - Chairman

Job Titles:
  • Chairman
  • Director
  • Founding Chairman
Founding Chairman and member of Director's Loan Committee, Mr. Walther is Chairman of Tusker Corporation, a real estate management firm. He is a Director ...

Ronald Weckbacher

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Roy Elliott

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Ryan Jones

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Ryan Leaverton

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Salvatore A. Tiano

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sam Katzman

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sam Schoner

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Samuel Hodgson

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sanah Chung

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sandra R. Hernández - Chairman

Job Titles:
  • Chairman
  • Member of the Board
  • President and CEO of the California Health Care Foundation
Dr. Hernández is President and CEO of the California Health Care Foundation (CHCF), an independent foundation dedicated to improving the health of the ...

Scott Grenert

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Scott Price

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sean F. Bricmont

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Sebastian Komuda

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Shelley M. Gill - CEO

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

Sheri Ann T. Chang Yamaguchi

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Shilla Kim-Parker

Job Titles:
  • Member of the Board
  • CEO and Co - Founder of Thrilling
Ms. Kim-Parker is the CEO and Co-Founder of Thrilling, a venture-backed, climate tech company in the apparel resale space. Thrilling was ranked by Fast ...

Sommer McKinley

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

Spencer Strahan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Stacy L. Allred

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

Stephen Coyle

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Stephen Greene

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Stephen M. Stabile

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Stephen Petrillo

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Stephen R. Marotto

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Steve Bono

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Steve Condos

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Steve Fernelis

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Steven Soja

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Stuart Burden - Managing Director

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

Stuart Wechsler

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Susie Cranston - COO, EVP

Job Titles:
  • Chief Operating Officer
  • Executive Vice President
Ms. Cranston has been with First Republic since 2013 and was appointed Chief Operating Officer in 2022. Ms. Cranston previously served as Senior Executive ...

Ted H. Gould - SVP

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

Ted Rice

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Terance Takyi

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Terence Condren

Job Titles:
  • Member of the First Republic Investment Management Team
  • Advanced Planner

Theresa Allen

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Theresa M. Rutledge

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Thomas Finnegan - CEO

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

Thomas J. Barrack Jr.

Job Titles:
  • Member of the Board
  • Founder and Former Executive Chairman and CEO of Colony Capital, Inc
Mr. Barrack is the Founder and former Executive Chairman and CEO of Colony Capital, Inc. (now known as DigitalBridge Group Inc). He served in the Reagan ...

Tim Argyres

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Tim Woodall

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Todd Duncan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Tom Beaty

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Tom Egan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Tonya Penning

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Vincent Zappola

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Vito Gioiello

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Wayne Hill

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist / First Republic Securities Company

Wendi Doyle

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Will Hendricks

Job Titles:
  • Member of the First Republic Investment Management Team
  • Estate and Business Planning Specialist / First Republic Securities Company

William A. Slayne

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

William G. Graham

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

William Grinnell

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Advisor

Willis H. Newton Jr.

Job Titles:
  • Special Advisor

Yvette L. Stewart

Job Titles:
  • Member of the First Republic Investment Management Team
  • Senior Trust Officer

Zachary Berg

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager

Zachary Calahan

Job Titles:
  • Member of the First Republic Investment Management Team
  • Wealth Manager