Private Wealth Management
We understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional service to you each and every time.
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The Team
Meet the Team
With an average of 22 years of experience, our team is available to serve your needs — whether investment management, brokerage or trust services. Meet the Entire Team
Andrew BurgeSenior Vice President, Chief Administrative Officer
First Republic Investment Management
Nicolas GentinExecutive Vice President
First Republic Investment Management
Amy HongSenior Vice President
Head of PWM Operations, First Republic Investment Management
Richard LombardozziExecutive Vice President
Head of Foreign Exchange
David C. TateosianPresident
First Republic Securities Company
Christopher J. WolfeChief Investment Officer
First Republic Investment Management
Get Started Today
Our brokerage services professionals welcome the opportunity to develop a customized wealth management solution.
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Give us a call
Give us a call
Our professionals welcome the opportunity to develop a customized wealth solution.
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Have us contact you
Have us contact you
If you prefer to have us reach out to you, complete the online form and we will be in touch.
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Meet the team
Meet the team
Our team prides itself on management experience, stability and continuity.
ARE NOT FDIC INSURED │ARE NOT BANK GUARANTEED │ MAY LOSE VALUE