First Republic Investment Management
Industry: Company
DescriptionHeadquarters: San Francisco, CA Founded: 1924 Parent organization: First Republic Bank Subsidiaries: Constellation Wealth Advisors, LLC, Bay Isle Investment Advisors
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First Republic Investment Management Employees
Employee
Years
Job
Industry
Bennett Lebherz Bennett Lebherz's First Republic Investment Management Experience November 2008 - December 2010
Job General Manager Private Family Office
Industry Financial Services
Experience
Private Family Office May 2015 - Present
First Republic Bank / First Republic Private Wealth Management November 2010 - May 2015
First Republic Investment Management November 2008 - December 2010
Skills
VBA, Asset Allocation, Finance, Wealth Management, Financial Reporting, Microsoft Excel, Data Manipulation, SSIS, .NET, JavaScript, Visual C++, Microsoft SQL Server, Scripting, Report Writing, Financial Accounting, Microsoft CRM, SSRS, Data Warehousing, Data Extraction, Mimics, ETL, Query Writing, Database Design, Performance Management, Performance Reporting
Education
California State University-Long Beach - College of Business Administration 2003 — 2008
Finance, Real Estate, and Law
Private Family Office May 2015 - Present
First Republic Bank / First Republic Private Wealth Management November 2010 - May 2015
First Republic Investment Management November 2008 - December 2010
Skills
VBA, Asset Allocation, Finance, Wealth Management, Financial Reporting, Microsoft Excel, Data Manipulation, SSIS, .NET, JavaScript, Visual C++, Microsoft SQL Server, Scripting, Report Writing, Financial Accounting, Microsoft CRM, SSRS, Data Warehousing, Data Extraction, Mimics, ETL, Query Writing, Database Design, Performance Management, Performance Reporting
Education
California State University-Long Beach - College of Business Administration 2003 — 2008
Finance, Real Estate, and Law
Georgeanna Wingate Georgeanna Wingate's First Republic Investment Management Experience December 2010 - Present
Job Vice President First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
Grant Delgado Grant Delgado's First Republic Investment Management Experience June 2015 - Present
Job Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management June 2015 - Present
Stanford University September 2010 - April 2015
Crowdtap June 2013 - March 2014
UBS June 2012 - August 2012
Toberman House Summer Volleyball Camp August 2009 - August 2009
Skills
PowerPoint, Social Media, Microsoft Word, Research, Market Research, Public Speaking, Java, Data Analysis, C++, Spanish, Business Process..., Statistics, Sports Enthusiast, Love Of Learning, Decision Trees, Microsoft Excel, Grant Writing, R, Hospitality, Business Acquisition, Quality Auditing, Leadership, Strategic Planning, International Business..., Yoga
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Management Science and Engineering
Palos Verdes High School 2006 — 2010
Cornerstone
First Republic Investment Management June 2015 - Present
Stanford University September 2010 - April 2015
Crowdtap June 2013 - March 2014
UBS June 2012 - August 2012
Toberman House Summer Volleyball Camp August 2009 - August 2009
Skills
PowerPoint, Social Media, Microsoft Word, Research, Market Research, Public Speaking, Java, Data Analysis, C++, Spanish, Business Process..., Statistics, Sports Enthusiast, Love Of Learning, Decision Trees, Microsoft Excel, Grant Writing, R, Hospitality, Business Acquisition, Quality Auditing, Leadership, Strategic Planning, International Business..., Yoga
Education
Stanford University 2010 — 2014
Bachelor of Science (BS), Management Science and Engineering
Palos Verdes High School 2006 — 2010
Cornerstone
Dorian O'Leary Dorian O'Leary's First Republic Investment Management Experience July 2013 - Present
Job Senior Associate at First Republic Investment Management
Industry Civil Engineering
Experience
First Republic Investment Management July 2013 - Present
Pi Beta Phi Fraternity January 2012 - January 2013
UCLA, Henry Samueli School of Engineering & Applied Sciences September 2012 - December 2012
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS), Civil & Environmental Engineering
First Republic Investment Management July 2013 - Present
Pi Beta Phi Fraternity January 2012 - January 2013
UCLA, Henry Samueli School of Engineering & Applied Sciences September 2012 - December 2012
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science (BS), Civil & Environmental Engineering
Silvio Minuto Silvio Minuto's First Republic Investment Management Experience November 2008 - November 2012
Job Trade Support Specialist / Senior Reconciliation Administrator
Industry Investment Management
Experience
SCM July 2013 - Present
First Republic Investment Management November 2008 - November 2012
Byram Capital Management LLC January 2005 - October 2008
Paratus Partners LLC March 2004 - December 2004
GlobeOp Financial Services September 2002 - February 2004
JSK Associates / IES Inc June 1998 - August 2002
Skills
Advent, APX, Axys, ACD, Dataport, Data Exchange, REX, DTC, Settlement, Trading, Moxy, Equities, Omgeo Alert, SWIFT messaging, Oasys, CTM, Bloomberg, Account Reconciliation, LongView Trading System, Fixed Income, Derivatives, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Corporate Actions, Back Office, Investments, Investment Advisory, Portfolio Management
Education
Iona College 1998 — 2001
B.B.A., Business Management
Bryant University 1996 — 1998
Business Management
SCM July 2013 - Present
First Republic Investment Management November 2008 - November 2012
Byram Capital Management LLC January 2005 - October 2008
Paratus Partners LLC March 2004 - December 2004
GlobeOp Financial Services September 2002 - February 2004
JSK Associates / IES Inc June 1998 - August 2002
Skills
Advent, APX, Axys, ACD, Dataport, Data Exchange, REX, DTC, Settlement, Trading, Moxy, Equities, Omgeo Alert, SWIFT messaging, Oasys, CTM, Bloomberg, Account Reconciliation, LongView Trading System, Fixed Income, Derivatives, Alternative Investments, Securities, Mutual Funds, Asset Allocation, Corporate Actions, Back Office, Investments, Investment Advisory, Portfolio Management
Education
Iona College 1998 — 2001
B.B.A., Business Management
Bryant University 1996 — 1998
Business Management
Megan Mulloy, CFP® Megan Mulloy, CFP®'s First Republic Investment Management Experience February 2012 - January 2013
Job Director at First Republic Bank
Industry Investment Management
Experience
First Republic Bank February 2015 - Present
First Republic Bank February 2013 - January 2015
First Republic Investment Management February 2012 - January 2013
First Republic Investment Management February 2011 - January 2012
First Republic Investment Management August 2009 - January 2011
Smith Barney October 2007 - March 2009
Skills
Series 7, Series 66, Certified Financial...
Education
Bucknell University 2004 — 2007
Bachelor's degree, Economics
University of California, Berkeley 2011 — 2012
Certificate in Personal Financial Planning
First Republic Bank February 2015 - Present
First Republic Bank February 2013 - January 2015
First Republic Investment Management February 2012 - January 2013
First Republic Investment Management February 2011 - January 2012
First Republic Investment Management August 2009 - January 2011
Smith Barney October 2007 - March 2009
Skills
Series 7, Series 66, Certified Financial...
Education
Bucknell University 2004 — 2007
Bachelor's degree, Economics
University of California, Berkeley 2011 — 2012
Certificate in Personal Financial Planning
Lisa M. Kitchin, CFP® Lisa M. Kitchin, CFP®'s First Republic Investment Management Experience November 2010 - Present
Job at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management November 2010 - Present
Progressive Asset Management June 2009 - November 2010
Samasource March 2009 - April 2010
Business for Social Responsibility December 2008 - February 2009
Skills
Social Enterprise, Corporate Social..., Microfinance, Non-profits, Social Entrepreneurship, Research, Project Management
Education
University of California, Berkeley 2000 — 2004
B.A. Political Economy of Industrial Societies, Spanish & Portuguese
University of California, Berkeley Extension 2010 — 2012
Certificate in Personal Financial Planning
Series 7 & 66 Licenses
First Republic Investment Management November 2010 - Present
Progressive Asset Management June 2009 - November 2010
Samasource March 2009 - April 2010
Business for Social Responsibility December 2008 - February 2009
Skills
Social Enterprise, Corporate Social..., Microfinance, Non-profits, Social Entrepreneurship, Research, Project Management
Education
University of California, Berkeley 2000 — 2004
B.A. Political Economy of Industrial Societies, Spanish & Portuguese
University of California, Berkeley Extension 2010 — 2012
Certificate in Personal Financial Planning
Series 7 & 66 Licenses
Audrey Breitwieser's First Republic Investment Management Experience June 2014 - August 2014
Job Global Economy and Development Intern at The Brookings Institution
Industry Public Policy
Experience
The Brookings Institution June 2015 - Present
The Lowe Institute of Political Economy, Dr. Manfred Keil January 2015 - Present
The Rose Institute of State and Local Government September 2013 - June 2015
Claremont McKenna College, Dr. Manfred Keil January 2015 - May 2015
First Republic Investment Management June 2014 - August 2014
City of Berkeley May 2013 - September 2013
The Lowe Institute of Political Economy, Dr. Eric Helland January 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Economic Research, Market Research, Editing, Analysis, Data Analysis, Tutoring, Research, Fundraising, Spanish
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Financial Economics Sequence
The Brookings Institution June 2015 - Present
The Lowe Institute of Political Economy, Dr. Manfred Keil January 2015 - Present
The Rose Institute of State and Local Government September 2013 - June 2015
Claremont McKenna College, Dr. Manfred Keil January 2015 - May 2015
First Republic Investment Management June 2014 - August 2014
City of Berkeley May 2013 - September 2013
The Lowe Institute of Political Economy, Dr. Eric Helland January 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Economic Research, Market Research, Editing, Analysis, Data Analysis, Tutoring, Research, Fundraising, Spanish
Education
Claremont McKenna College 2012 — 2016
Bachelor of Arts (B.A.), Economics with a Financial Economics Sequence
Andrew Kogan, CFA's First Republic Investment Management Experience May 2012 - November 2014
Job Financial Services Professional
Industry Financial Services
Experience
Matthews Asia February 2015 - Present
First Republic Investment Management May 2012 - November 2014
Brocade March 2012 - May 2012
CM Capital Advisors December 2009 - July 2011
Dolby Laboratories, Inc June 2008 - August 2008
UC Santa Barbara Economic Forecast Project March 2007 - May 2007
Skills
Financial Modeling, Investments, Bloomberg, Hedge Funds, Private Equity, Mutual Funds, Strategic Financial..., Portfolio Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Business Economics; Accounting
Eötvös Loránd University Budapest Study Center 2008 — 2008
History, Literature, and Political Science Studies
Matthews Asia February 2015 - Present
First Republic Investment Management May 2012 - November 2014
Brocade March 2012 - May 2012
CM Capital Advisors December 2009 - July 2011
Dolby Laboratories, Inc June 2008 - August 2008
UC Santa Barbara Economic Forecast Project March 2007 - May 2007
Skills
Financial Modeling, Investments, Bloomberg, Hedge Funds, Private Equity, Mutual Funds, Strategic Financial..., Portfolio Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Business Economics; Accounting
Eötvös Loránd University Budapest Study Center 2008 — 2008
History, Literature, and Political Science Studies
Masha Cheransky Masha Cheransky's First Republic Investment Management Experience October 2009 - June 2011
Job Senior Operations Specialist at First Republic Investment Management
Industry Financial Services
Experience
First Republic Private Wealth Management January 2013 - Present
Regent Atlantic Capital, LLC June 2011 - January 2013
First Republic Investment Management October 2009 - June 2011
Southwind Associates of NJ, Inc April 2006 - September 2009
Barrett Associates, Inc December 2002 - April 2006
Skills
Fixed Income, Hedge Funds, Asset Allocation, Alternative Investments, Mutual Funds, Customer Service, Microsoft Office
Education
Saint Petersburg State University of Culture and Arts 1990 — 1995
First Republic Private Wealth Management January 2013 - Present
Regent Atlantic Capital, LLC June 2011 - January 2013
First Republic Investment Management October 2009 - June 2011
Southwind Associates of NJ, Inc April 2006 - September 2009
Barrett Associates, Inc December 2002 - April 2006
Skills
Fixed Income, Hedge Funds, Asset Allocation, Alternative Investments, Mutual Funds, Customer Service, Microsoft Office
Education
Saint Petersburg State University of Culture and Arts 1990 — 1995
Ricardo Calderon, CFA Ricardo Calderon, CFA's First Republic Investment Management Experience November 2012 - August 2014
Job Vice President, Wealth Advisor at Rabobank
Industry Banking
Experience
Rabobank November 2014 - Present
First Republic Investment Management November 2012 - August 2014
Montecito Bank & Trust August 2005 - November 2012
Santa Barbara Bank & Trust August 2003 - August 2005
Citigroup Private Bank 2001 - 2001
Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments
Education
UC Santa Barbara 1995 — 1998
Bachelor's degree, History
Rabobank November 2014 - Present
First Republic Investment Management November 2012 - August 2014
Montecito Bank & Trust August 2005 - November 2012
Santa Barbara Bank & Trust August 2003 - August 2005
Citigroup Private Bank 2001 - 2001
Skills
Private Banking, Wealth Management, Investment Strategies, Alternative Investments, Trust Services, Risk Management, Insurance, Variable Annuities, Financial Analysis, Monte Carlo Simulation, Charitable Gift Planning, Retirement Planning, New Business Development, Securities, Investment Advisory, Banking, Credit Analysis, Equity Indexed Annuities, Fixed Income Portfolio..., Charitable Trusts, Mutual Funds, Entrepreneurship, Fixed Income, Equities, Investments
Education
UC Santa Barbara 1995 — 1998
Bachelor's degree, History
Harry Guilfoyle's First Republic Investment Management Experience May 2013 - Present
Job Senior Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management May 2013 - Present
Bessemer Trust June 2012 - August 2012
Luminous Capital July 2011 - August 2011
Skills
Public Policy, Economics, Policy Analysis, Research, Business Development, Nonprofits, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy Analysis
First Republic Investment Management May 2013 - Present
Bessemer Trust June 2012 - August 2012
Luminous Capital July 2011 - August 2011
Skills
Public Policy, Economics, Policy Analysis, Research, Business Development, Nonprofits, Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy Analysis
Brittany Whitmer's First Republic Investment Management Experience August 2013 - August 2014
Job Executive Assistant at First Republic Bank
Industry Banking
Experience
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
First Republic Bank August 2014 - Present
First Republic Investment Management August 2013 - August 2014
First Republic Bank May 2012 - August 2013
Merrill Lynch June 2009 - May 2012
Skills
Facebook, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Training, Access, Outlook, Customer Service, Sales, Event Management, Windows, OS X, Time Management, Salesforce.com, Leadership, Accounting
Education
Loyola Marymount University 2009 — 2013
Business Administration, Finance
Gonzaga University 2012 — 2012
Semester Study Abroad Program
Carondelet High School 2005 — 2009
Christina Pereira Christina Pereira's First Republic Investment Management Experience June 2013 - Present
Job Client Services Associate
Industry Financial Services
Experience
First Republic Investment Management June 2013 - Present
San Francisco Bay Area Agency-MassMutual Financial Group September 2012 - June 2013
First Investors Corporation March 2012 - June 2012
Walnut Acres Daycare Center June 2004 - September 2011
Skills
Event Planning, Customer Service, Retirement Planning, PowerPoint, Life Insurance, Spanish, Social Networking, Public Speaking
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (BA), Global Economics
University of Barcelona 2011 — 2011
First Republic Investment Management June 2013 - Present
San Francisco Bay Area Agency-MassMutual Financial Group September 2012 - June 2013
First Investors Corporation March 2012 - June 2012
Walnut Acres Daycare Center June 2004 - September 2011
Skills
Event Planning, Customer Service, Retirement Planning, PowerPoint, Life Insurance, Spanish, Social Networking, Public Speaking
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (BA), Global Economics
University of Barcelona 2011 — 2011
Lynn Gould Lynn Gould's First Republic Investment Management Experience 1999 - 2013
Job Top Performing Account Executive
Industry Executive Office
Experience
Yardi August 2014 - June 2015
First Republic Investment Management 1999 - 2013
Skills
Microsoft Word, Microsoft Excel, Advent, Bloomberg, Paradox, CRM, Business Development, Financial Accounting, Sales, Strategy, Customer Service, Management, Organization, Investment Management, SaaS, Business, Communication, Social Media, Leadership, Microsoft Office, Finance, Public Speaking, Teaching, Strategic Planning, Salesforce.com, Portfolio Management
Education
Santa Barbara Business College_Santa Barbara
Advanced Accounting Certificate, Advanced Accounting
Santa Barbara City College
General Education
Yardi August 2014 - June 2015
First Republic Investment Management 1999 - 2013
Skills
Microsoft Word, Microsoft Excel, Advent, Bloomberg, Paradox, CRM, Business Development, Financial Accounting, Sales, Strategy, Customer Service, Management, Organization, Investment Management, SaaS, Business, Communication, Social Media, Leadership, Microsoft Office, Finance, Public Speaking, Teaching, Strategic Planning, Salesforce.com, Portfolio Management
Education
Santa Barbara Business College_Santa Barbara
Advanced Accounting Certificate, Advanced Accounting
Santa Barbara City College
General Education
Paul Mutch Paul Mutch's First Republic Investment Management Experience April 2014 - Present
Job Member of the Board of Trustees at USS Constitution Museum
Industry Financial Services
Experience
USS Constitution Museum September 2014 - Present
First Republic Investment Management April 2014 - Present
USS Constitution Museum May 2010 - September 2014
United States Marine Corps Reserve April 1991 - June 2014
Wilmington Trust November 2008 - April 2014
Vitale, Caturano & Company July 2007 - November 2008
Ernst & Young December 1999 - July 2007
Unted States Marine Corps July 1981 - September 1987
Skills
Income Tax, Insurance, Succession Planning, Stocks, Estate Planning, Tax, Asset Protection, Strategic Financial..., Wealth Management, Investments, Financial Planners, Risk Management, Trusts, Education Funding, Asset Managment, High Net Worth..., Due Diligence, Securities, Investment Advisory, Alternative Investments
Education
Boston University School of Law 2001 — 2007
LLM, Taxation
New England Law Boston 1993 — 1996
JD, Law
Salem State University 1988 — 1990
BSBA, Accounting/Economics
USS Constitution Museum September 2014 - Present
First Republic Investment Management April 2014 - Present
USS Constitution Museum May 2010 - September 2014
United States Marine Corps Reserve April 1991 - June 2014
Wilmington Trust November 2008 - April 2014
Vitale, Caturano & Company July 2007 - November 2008
Ernst & Young December 1999 - July 2007
Unted States Marine Corps July 1981 - September 1987
Skills
Income Tax, Insurance, Succession Planning, Stocks, Estate Planning, Tax, Asset Protection, Strategic Financial..., Wealth Management, Investments, Financial Planners, Risk Management, Trusts, Education Funding, Asset Managment, High Net Worth..., Due Diligence, Securities, Investment Advisory, Alternative Investments
Education
Boston University School of Law 2001 — 2007
LLM, Taxation
New England Law Boston 1993 — 1996
JD, Law
Salem State University 1988 — 1990
BSBA, Accounting/Economics
Stacey Logan-Docke Stacey Logan-Docke's First Republic Investment Management Experience March 2014 - Present
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management March 2014 - Present
U.S. Trust Private Wealth Management October 2005 - March 2014
Informa Investment Solutions March 2004 - September 2005
JPMorgan Chase 1996 - 2004
Skills
Investment Banking, Superior Client Service, Private Banking, Marketing Strategy, Event Planning, Non-profit Volunteer, Non-profit Leadership, Computer Proficiency, Telephone Skills
Education
St. John's University 1991 — 1993
Bachelor of Science (B.S.), Quantitative Analysis
Queensborough Community College 1987 — 1990
Associate of Science (A.S.), Business Administration and Management, General
First Republic Investment Management March 2014 - Present
U.S. Trust Private Wealth Management October 2005 - March 2014
Informa Investment Solutions March 2004 - September 2005
JPMorgan Chase 1996 - 2004
Skills
Investment Banking, Superior Client Service, Private Banking, Marketing Strategy, Event Planning, Non-profit Volunteer, Non-profit Leadership, Computer Proficiency, Telephone Skills
Education
St. John's University 1991 — 1993
Bachelor of Science (B.S.), Quantitative Analysis
Queensborough Community College 1987 — 1990
Associate of Science (A.S.), Business Administration and Management, General
Cherie Aquino Cherie Aquino's First Republic Investment Management Experience July 2012 - Present
Job Senior Associate First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management July 2012 - Present
Northwestern Mutual September 2008 - July 2012
Northwestern Mutual 2007 - 2008
Nordstrom June 2004 - May 2007
Skills
CRM, Finance, Insurance, Investments, Marketing, Analysis, Customer Service
Education
San Diego State University-California State University 2003 — 2007
Financial Services
First Republic Investment Management July 2012 - Present
Northwestern Mutual September 2008 - July 2012
Northwestern Mutual 2007 - 2008
Nordstrom June 2004 - May 2007
Skills
CRM, Finance, Insurance, Investments, Marketing, Analysis, Customer Service
Education
San Diego State University-California State University 2003 — 2007
Financial Services
David Epstein, CFA David Epstein, CFA's First Republic Investment Management Experience January 2014 - February 2014
Job Assistant Vice President at The TCW Group
Industry Financial Services
Experience
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
The TCW Group March 2014 - Present
First Republic Investment Management January 2014 - February 2014
First Republic Investment Management August 2012 - January 2014
UCLA Anderson School of Management September 2010 - August 2012
Trust Company of the West June 2011 - September 2011
Wedbush Securities January 2010 - September 2010
Wedbush Securities July 2007 - December 2009
William O'Neil + Co. Inc. June 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial..., Series 7, Equity Research, Capital IQ, Bloomberg, FactSet, CFA, Equities, Equity Valuation, Asset Management, Capital Markets, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Valuation
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance
University of Redlands 2003 — 2006
Bachelor of Science, Business Administration and Accounting
Kim Ip Kim Ip's First Republic Investment Management Experience January 2013 - Present
Job First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
First Republic Investment Management January 2013 - Present
Luminous Capital May 2008 - December 2012
Merrill Lynch 2002 - 2008
Lehman Brothers Holdings Inc. 1998 - 2002
Skills
Asset Managment, Investments, Venture Capital, Financial Modeling, Asset Management, Alternative Investments, Fixed Income, Investment Management, Investment Banking, Private Equity, Asset Allocation, Wealth Management
Education
New York University 1991 — 1993
MBA, Finance
Chris Brancazio Chris Brancazio's First Republic Investment Management Experience 2002 - 2007
Job CCO at Reich & Tang Asset Management, LLC
Industry Financial Services
Experience
Reich & Tang Asset Management, LLC September 2007 - September 2015
First Republic Investment Management 2002 - 2007
Friends Ivory & Sime 1999 - 2001
Skills
Mutual Funds, Securities, Series 7, Equities, Hedge Funds
Education
Stony Brook University 1983 — 1988
BS, Psychology/Business Admin.
Reich & Tang Asset Management, LLC September 2007 - September 2015
First Republic Investment Management 2002 - 2007
Friends Ivory & Sime 1999 - 2001
Skills
Mutual Funds, Securities, Series 7, Equities, Hedge Funds
Education
Stony Brook University 1983 — 1988
BS, Psychology/Business Admin.
Kimberly Minarovich Kimberly Minarovich's First Republic Investment Management Experience 2006 - 2008
Job Vice President at Burns McClellan Inc.
Industry Financial Services
Experience
Burns McClellan Inc. January 2014 - Present
Christensen International June 2009 - December 2013
Clay Finlay October 2008 - August 2009
First Republic Investment Management 2006 - 2008
Bramwell Capital 2003 - 2006
Goldman Sachs 1999 - 2000
Bear Stearns 1997 - 1999
Bankers Trust Securities January 1994 - June 1997
Citigate Dewe Rogerson 1994 - 1997
Citigate Dewe Rogerson 1994 - 1997
Skills
Investment Management, Investments, Executive Management, Business Strategy, Management, Analysis, Equities, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Capital Markets, Credit, Valuation, Asset Management, Research, Start-ups, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1987 — 1991
ba, Finance
Polytechnic University
Burns McClellan Inc. January 2014 - Present
Christensen International June 2009 - December 2013
Clay Finlay October 2008 - August 2009
First Republic Investment Management 2006 - 2008
Bramwell Capital 2003 - 2006
Goldman Sachs 1999 - 2000
Bear Stearns 1997 - 1999
Bankers Trust Securities January 1994 - June 1997
Citigate Dewe Rogerson 1994 - 1997
Citigate Dewe Rogerson 1994 - 1997
Skills
Investment Management, Investments, Executive Management, Business Strategy, Management, Analysis, Equities, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Capital Markets, Credit, Valuation, Asset Management, Research, Start-ups, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1987 — 1991
ba, Finance
Polytechnic University
Schaper Jessica's First Republic Investment Management Experience May 2006 - Present
Job Client Service Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management May 2006 - Present
Guardian Angels 2000 - 2006
Skills
Organizational..., Financial Analysis, Direct Marketing, Cost Management, Private Wealth..., Alternative Investments, Account Management, Notary Public, Wealth Management...
Education
Marylhurst University 2010 — 2013
Portland State University 2000 — 2002
business
First Republic Investment Management May 2006 - Present
Guardian Angels 2000 - 2006
Skills
Organizational..., Financial Analysis, Direct Marketing, Cost Management, Private Wealth..., Alternative Investments, Account Management, Notary Public, Wealth Management...
Education
Marylhurst University 2010 — 2013
Portland State University 2000 — 2002
business
Eric Harrison's First Republic Investment Management Experience January 2013 - Present
Job Senior Managing Director & Portfolio Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital (Acquired by First Republic December 2012) 2008 - December 2012
GI Partners 2000 - 2009
Crosspoint Venture Capital 2000 - 2001
Hewlett-Packard June 1997 - September 1999
Innocal Ventures 1994 - 1999
Skills
Venture Capital, Mergers, LBO, Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Investments
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of Colorado Boulder 1982 — 1986
B.S., Finance & Accounting
First Republic Investment Management January 2013 - Present
Luminous Capital (Acquired by First Republic December 2012) 2008 - December 2012
GI Partners 2000 - 2009
Crosspoint Venture Capital 2000 - 2001
Hewlett-Packard June 1997 - September 1999
Innocal Ventures 1994 - 1999
Skills
Venture Capital, Mergers, LBO, Financial Modeling, Private Equity, Financial Analysis, Corporate Finance, Investments
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of Colorado Boulder 1982 — 1986
B.S., Finance & Accounting
Nicole Saragosa's First Republic Investment Management Experience July 2013 - Present
Job Compliance Officer at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management July 2013 - Present
First Republic Investment Management January 2004 - July 2013
Skills
Financial Services, Investments, Risk Management, Asset Management, Mutual Funds, Alternative Investments, Securities
Education
UC Santa Barbara 1991 — 1994
Bachelor's degree, Communication and Media Studies
First Republic Investment Management July 2013 - Present
First Republic Investment Management January 2004 - July 2013
Skills
Financial Services, Investments, Risk Management, Asset Management, Mutual Funds, Alternative Investments, Securities
Education
UC Santa Barbara 1991 — 1994
Bachelor's degree, Communication and Media Studies
Ryan Landron's First Republic Investment Management Experience September 2014 - Present
Job Associate at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management September 2014 - Present
BNY Mellon June 2013 - September 2013
Microsoft January 2013 - March 2013
BNY Mellon June 2012 - September 2012
Stanford University Office of Accessible Education September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Matlab, Java, C++, Entrepreneurship, Research, Data Analysis, Microsoft Word, Social Media, SQL, Teamwork, Economics, Microsoft Access, Basic SQL, VBA, Access, Statistics
Education
Stanford University 2010 — 2014
Bachelor of Science (BS)
Staten Island Technical High School 2006 — 2010
First Republic Investment Management September 2014 - Present
BNY Mellon June 2013 - September 2013
Microsoft January 2013 - March 2013
BNY Mellon June 2012 - September 2012
Stanford University Office of Accessible Education September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Matlab, Java, C++, Entrepreneurship, Research, Data Analysis, Microsoft Word, Social Media, SQL, Teamwork, Economics, Microsoft Access, Basic SQL, VBA, Access, Statistics
Education
Stanford University 2010 — 2014
Bachelor of Science (BS)
Staten Island Technical High School 2006 — 2010
Justin Sayada Justin Sayada's First Republic Investment Management Experience January 2009 - Present
Job Senior Trading Associate
Industry Investment Management
Experience
First Republic Investment Management January 2009 - Present
Accenture June 2007 - June 2008
Skills
Fixed Income, Bloomberg, Microsoft Office, Research, Outlook, Strategic Planning, Series 7, BondEdge, APX, axys, moxy, Microsoft Excel, Microsoft Word, PowerPoint, Clearwater Analytics, Customer Service, English, Windows, Photoshop, Budgets, Public Speaking, Editing, Negotiation, Series 66, Municipal Bonds, corporate bonds, Fixed Income Portfolio...
Education
University of San Francisco 2005 — 2006
Bachelor of Science (BS), International Business
First Republic Investment Management January 2009 - Present
Accenture June 2007 - June 2008
Skills
Fixed Income, Bloomberg, Microsoft Office, Research, Outlook, Strategic Planning, Series 7, BondEdge, APX, axys, moxy, Microsoft Excel, Microsoft Word, PowerPoint, Clearwater Analytics, Customer Service, English, Windows, Photoshop, Budgets, Public Speaking, Editing, Negotiation, Series 66, Municipal Bonds, corporate bonds, Fixed Income Portfolio...
Education
University of San Francisco 2005 — 2006
Bachelor of Science (BS), International Business
Ian Linford Ian Linford's First Republic Investment Management Experience January 2013 - Present
Job Vice President at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital June 2011 - December 2012
Boys & Girls Clubs of the Peninsula April 2011 - June 2011
Watermark Asset Management, Inc. 2008 - 2010
Skills
Bloomberg, Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Economics, Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Office, Alternative Investments, Financial Analysis
Education
Stanford University 2007 — 2011
B.A., Economics
First Republic Investment Management January 2013 - Present
Luminous Capital June 2011 - December 2012
Boys & Girls Clubs of the Peninsula April 2011 - June 2011
Watermark Asset Management, Inc. 2008 - 2010
Skills
Bloomberg, Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Economics, Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Office, Alternative Investments, Financial Analysis
Education
Stanford University 2007 — 2011
B.A., Economics
Andrew Burge Andrew Burge's First Republic Investment Management Experience January 2009 - January 2013
Job Director at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Private Wealth Management January 2014 - January 2015
First Republic Private Wealth Management January 2013 - January 2014
First Republic Investment Management January 2009 - January 2013
First Republic Investment Management January 2008 - January 2009
Westmont College August 2007 - January 2008
Houlihan Lokey June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Due Diligence, Strategic Planning, Data Management, Data Analysis
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Double Major, Political Science and Economics
First Republic Private Wealth Management February 2015 - Present
First Republic Private Wealth Management January 2014 - January 2015
First Republic Private Wealth Management January 2013 - January 2014
First Republic Investment Management January 2009 - January 2013
First Republic Investment Management January 2008 - January 2009
Westmont College August 2007 - January 2008
Houlihan Lokey June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Marketing, Due Diligence, Strategic Planning, Data Management, Data Analysis
Education
University of Southern California 2003 — 2007
Bachelor of Arts (B.A.), Double Major, Political Science and Economics
Randy Peterson, CFA Randy Peterson, CFA's First Republic Investment Management Experience 2006 - Present
Job Portfolio Manager at First Republic
Industry Investment Management
Experience
First Republic Investment Management 2006 - Present
US Trust 1998 - 2006
Wells Fargo Bank 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Wealth Management, Private Banking, Strategic Financial..., Due Diligence, Tactical Asset..., High Net Worth..., Equity Research, Hedge Funds
Education
University of Colorado Boulder 1988 — 1992
BS, Business Administration
University of Oregon - Charles H. Lundquist College of Business 1997 — 1998
MBA
First Republic Investment Management 2006 - Present
US Trust 1998 - 2006
Wells Fargo Bank 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investments, Portfolio Management, Wealth Management, Private Banking, Strategic Financial..., Due Diligence, Tactical Asset..., High Net Worth..., Equity Research, Hedge Funds
Education
University of Colorado Boulder 1988 — 1992
BS, Business Administration
University of Oregon - Charles H. Lundquist College of Business 1997 — 1998
MBA
Noah Fox's First Republic Investment Management Experience January 2013 - Present
Job Associate Director Research at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2013 - Present
Luminous Capital May 2012 - January 2013
Luminous Capital May 2011 - August 2011
Federal Reserve Bank of Dallas - El Paso Branch May 2010 - August 2010
QED Benchmark May 2009 - August 2009
Skills
Bloomberg, Asset Management, Financial Modeling, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
First Republic Investment Management January 2013 - Present
Luminous Capital May 2012 - January 2013
Luminous Capital May 2011 - August 2011
Federal Reserve Bank of Dallas - El Paso Branch May 2010 - August 2010
QED Benchmark May 2009 - August 2009
Skills
Bloomberg, Asset Management, Financial Modeling, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Diana Dahlen's First Republic Investment Management Experience 2009 - 2013
Job CPA at Rammelsberg & Rumsey
Industry Accounting
Experience
Rammelsberg & Rumsey, PC January 2015 - Present
The Right Thing To Do 2013 - Present
First Republic Investment Management 2009 - 2013
First National Bank of Monterey 2007 - 2009
Damitz Brooks Nightingale Turner and Morrisset 1998 - 2006
Skills
CPA, Detail oriented, Team player, Troubleshooting, Visual Communication, Time Management, Software Savvy, Technical Communication, Tax, Tax Preparation, Corporate Tax, Accounting, GAAP, Income Tax
Education
College for Financial Planning 2010 — 2012
Certified Financial Planning (CFP) Certificate, Financial Planning
California Polytechnic State University-San Luis Obispo 2006 — 2008
Bachelor of Science (BS), Accounting
Cupertino High School 1981 — 1985
High School Diploma
Rammelsberg & Rumsey, PC January 2015 - Present
The Right Thing To Do 2013 - Present
First Republic Investment Management 2009 - 2013
First National Bank of Monterey 2007 - 2009
Damitz Brooks Nightingale Turner and Morrisset 1998 - 2006
Skills
CPA, Detail oriented, Team player, Troubleshooting, Visual Communication, Time Management, Software Savvy, Technical Communication, Tax, Tax Preparation, Corporate Tax, Accounting, GAAP, Income Tax
Education
College for Financial Planning 2010 — 2012
Certified Financial Planning (CFP) Certificate, Financial Planning
California Polytechnic State University-San Luis Obispo 2006 — 2008
Bachelor of Science (BS), Accounting
Cupertino High School 1981 — 1985
High School Diploma
Eric Glenn's First Republic Investment Management Experience June 2008 - August 2008
Job Consultant at The World Bank
Industry Financial Services
Experience
The World Bank November 2013 - Present
NeighborWorks America May 2012 - November 2013
Gillis and Associates September 2011 - May 2012
Tripwire July 2009 - September 2009
First Republic Bank June 2008 - August 2008
First Republic Investment Management June 2008 - August 2008
Santa Clara University October 2006 - June 2008
Skills
Research, Investments, Analysis, Spreadsheets, Excel, Microsoft Excel, Finance, Portfolio Management, Data Analysis, Management, Social Media, Budgets, Valuation, Financial Analysis, Microsoft Office, PowerPoint
Education
The George Washington University 2011 — 2013
Master of Science, Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Commerce, Finance
The World Bank November 2013 - Present
NeighborWorks America May 2012 - November 2013
Gillis and Associates September 2011 - May 2012
Tripwire July 2009 - September 2009
First Republic Bank June 2008 - August 2008
First Republic Investment Management June 2008 - August 2008
Santa Clara University October 2006 - June 2008
Skills
Research, Investments, Analysis, Spreadsheets, Excel, Microsoft Excel, Finance, Portfolio Management, Data Analysis, Management, Social Media, Budgets, Valuation, Financial Analysis, Microsoft Office, PowerPoint
Education
The George Washington University 2011 — 2013
Master of Science, Finance
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Commerce, Finance
Paul Holman's First Republic Investment Management Experience July 2007 - Present
Job Director of Trading, First Republic Investment Management
Industry Capital Markets
Experience
First Republic Investment Management July 2007 - Present
Schwab Institutional October 2003 - July 2007
Schwab Soundview Capital Markets July 1997 - September 2003
Skills
Equity Trading, Securities, Series 7, Equities, Traders, Trading, Options, Alternative Investments, Proprietary Trading, Hedge Funds, Electronic Trading, Series 63, Portfolio Management, Fixed Income, Financial Markets, Bloomberg, ETFs, Asset Management, Capital Markets
Education
Saint Peter's University 1995 — 1997
BA, Economics
Seton Hall University 1992 — 1994
First Republic Investment Management July 2007 - Present
Schwab Institutional October 2003 - July 2007
Schwab Soundview Capital Markets July 1997 - September 2003
Skills
Equity Trading, Securities, Series 7, Equities, Traders, Trading, Options, Alternative Investments, Proprietary Trading, Hedge Funds, Electronic Trading, Series 63, Portfolio Management, Fixed Income, Financial Markets, Bloomberg, ETFs, Asset Management, Capital Markets
Education
Saint Peter's University 1995 — 1997
BA, Economics
Seton Hall University 1992 — 1994
Kimberly Quintero's First Republic Investment Management Experience February 2014 - Present
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management February 2014 - Present
First Republic Investment Management February 2013 - February 2014
First Republic Investment Management November 2011 - February 2013
Constellation Wealth Advisors LLC June 2007 - November 2011
Boston Private Bank & Trust Company June 2004 - June 2007
FleetBoston Financial November 2002 - June 2004
TolerRx, Inc. 2001 - 2002
Education
Bryant University 1997 — 2001
Boston University 2004 — 2006
Completed Certified Financial Planning Program
First Republic Investment Management February 2014 - Present
First Republic Investment Management February 2013 - February 2014
First Republic Investment Management November 2011 - February 2013
Constellation Wealth Advisors LLC June 2007 - November 2011
Boston Private Bank & Trust Company June 2004 - June 2007
FleetBoston Financial November 2002 - June 2004
TolerRx, Inc. 2001 - 2002
Education
Bryant University 1997 — 2001
Boston University 2004 — 2006
Completed Certified Financial Planning Program
Catherine Evans, CFP's First Republic Investment Management Experience April 2002 - Present
Job Senior Managing Director, Portfolio Manager
Industry Investment Management
Experience
First Republic Investment Management April 2002 - Present
Oliver Wyman (formerly Mercer Management Consulting) July 2000 - April 2002
University of California, Berkeley, Haas School of Business August 1998 - May 2000
Oliver Wyman (formerly Mercer Management Consulting) July 1995 - July 1998
Skills
Strategic Financial..., Investments, Investment Management, Loans, Banking
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business
Stanford University 1991 — 1995
Bachelor's Degree, International Relations
First Republic Investment Management April 2002 - Present
Oliver Wyman (formerly Mercer Management Consulting) July 2000 - April 2002
University of California, Berkeley, Haas School of Business August 1998 - May 2000
Oliver Wyman (formerly Mercer Management Consulting) July 1995 - July 1998
Skills
Strategic Financial..., Investments, Investment Management, Loans, Banking
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Business
Stanford University 1991 — 1995
Bachelor's Degree, International Relations
Eric Flett's First Republic Investment Management Experience 2000 - 2008
Job Principal and Wealth Advisor at Concentric Wealth Management
Industry Financial Services
Experience
Concentric Wealth Management April 2008 - Present
First Republic Investment Management 2000 - 2008
Bay Isle Financial 2000 - 2004
Gemmer Asset Management LLC 1992 - 2000
Education
University of California, Berkeley 1983 — 1988
Concentric Wealth Management April 2008 - Present
First Republic Investment Management 2000 - 2008
Bay Isle Financial 2000 - 2004
Gemmer Asset Management LLC 1992 - 2000
Education
University of California, Berkeley 1983 — 1988
Kenneth Tam's First Republic Investment Management Experience February 2012 - July 2015
Job Associate Director at First Republic Bank, Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management July 2015 - Present
First Republic Investment Management February 2012 - July 2015
First Republic Investment Management 2007 - February 2012
Financial Freedom Senior Funding Corporation. A wholly owned subsidiary of Indymac Bank. March 2006 - October 2007
University of California, San Francisco September 2003 - March 2006
Skills
Finance, Accounts Payable, Budgets, Financial Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Business Analysis, Analysis, Accounting, Banking, Microsoft Office, Financial Services, Data Analysis, Process Improvement, Business Process..., Customer Service, Business Intelligence, Strategic Planning, Account Reconciliation, Financial Modeling, Risk Management
Education
San Jose State University 2001 — 2003
Bachelor's degree, Business Administration, Management Information Systems
First Republic Private Wealth Management July 2015 - Present
First Republic Investment Management February 2012 - July 2015
First Republic Investment Management 2007 - February 2012
Financial Freedom Senior Funding Corporation. A wholly owned subsidiary of Indymac Bank. March 2006 - October 2007
University of California, San Francisco September 2003 - March 2006
Skills
Finance, Accounts Payable, Budgets, Financial Analysis, Financial Reporting, Corporate Finance, Microsoft Excel, Business Analysis, Analysis, Accounting, Banking, Microsoft Office, Financial Services, Data Analysis, Process Improvement, Business Process..., Customer Service, Business Intelligence, Strategic Planning, Account Reconciliation, Financial Modeling, Risk Management
Education
San Jose State University 2001 — 2003
Bachelor's degree, Business Administration, Management Information Systems
Sommer G. McKinley, CFP®'s First Republic Investment Management Experience September 2010 - Present
Job Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management September 2010 - Present
Omnium LLC 2008 - September 2010
First Republic Investment Management 2006 - 2008
Standard Pacific Capital 2005 - 2006
Education
University of California, Berkeley 2011 — 2012
Certificate in Personal Financial Planning
University of Miami 2001 — 2005
BBA, Finance and Marketing
First Republic Investment Management September 2010 - Present
Omnium LLC 2008 - September 2010
First Republic Investment Management 2006 - 2008
Standard Pacific Capital 2005 - 2006
Education
University of California, Berkeley 2011 — 2012
Certificate in Personal Financial Planning
University of Miami 2001 — 2005
BBA, Finance and Marketing
Douglas Feliciano, CFP®'s First Republic Investment Management Experience May 2012 - Present
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management May 2012 - Present
Mechanics Bank, Vice President 2008 - June 2012
Northern Trust June 2000 - December 2007
Skills
Wealth Management, Alternative Investments
Education
Northern Arizona University-The W. A. Franke College of Business
First Republic Investment Management May 2012 - Present
Mechanics Bank, Vice President 2008 - June 2012
Northern Trust June 2000 - December 2007
Skills
Wealth Management, Alternative Investments
Education
Northern Arizona University-The W. A. Franke College of Business
Jensen, Maryann's First Republic Investment Management Experience Senior AssociateFirst Republic Investment Mgmt2000 - 2011
Job Operations Manager at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management Senior AssociateFirst Republic Investment Mgmt2000 - 2011
Education
San Francisco State University
First Republic Investment Management Senior AssociateFirst Republic Investment Mgmt2000 - 2011
Education
San Francisco State University
Nicole D. Rains's First Republic Investment Management Experience November 2011 - Present
Job at
Industry Financial Services
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Bank July 2012 - Present
First Republic Investment Management November 2011 - Present
First Republic Bank November 2011 - Present
First Republic Bank June 2011 - November 2011
Ludwig & Fawcett, Inc. August 2009 - June 2011
Skills
Wealth Management
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology
First Republic Private Wealth Management February 2015 - Present
First Republic Bank July 2012 - Present
First Republic Investment Management November 2011 - Present
First Republic Bank November 2011 - Present
First Republic Bank June 2011 - November 2011
Ludwig & Fawcett, Inc. August 2009 - June 2011
Skills
Wealth Management
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelor of Science in Commerce, Economics, Sociology
Craig Valdes's First Republic Investment Management Experience August 2015 - Present
Job Managing DirectorPortfolio Manager at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management August 2015 - Present
Malcolm H. Gissen & Associates Inc. July 2006 - August 2015
Brick Asset Management Inc. 2006 - June 2015
Encompass Fund 2006 - June 2015
Genesis Capital Mangement LLC 2001 - 2006
Hutchinson-Richardson Investment Management 1992 - 2001
Skills
Equities, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Capital Markets, Bloomberg, Asset Management, Investment Banking, Trading, Mutual Funds, Private Equity, Asset Managment, Series 7, Securities, Marketing Strategy, Strategic Planning, Entrepreneurship, Investment Management, Asset Allocation, Emerging Markets, Investment Strategies
Education
University of Nevada-Las Vegas
First Republic Investment Management August 2015 - Present
Malcolm H. Gissen & Associates Inc. July 2006 - August 2015
Brick Asset Management Inc. 2006 - June 2015
Encompass Fund 2006 - June 2015
Genesis Capital Mangement LLC 2001 - 2006
Hutchinson-Richardson Investment Management 1992 - 2001
Skills
Equities, Hedge Funds, Investments, Alternative Investments, Portfolio Management, Capital Markets, Bloomberg, Asset Management, Investment Banking, Trading, Mutual Funds, Private Equity, Asset Managment, Series 7, Securities, Marketing Strategy, Strategic Planning, Entrepreneurship, Investment Management, Asset Allocation, Emerging Markets, Investment Strategies
Education
University of Nevada-Las Vegas
Alan Zafran's First Republic Investment Management Experience December 2012 - Present
Job Senior Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management December 2012 - Present
CNBC-YPO Chief Executive Network Member 2011 - Present
Forbes.com February 2011 - Present
The Street February 2011 - Present
Wall Street Week October 2010 - Present
YPO/WPO 2009 - Present
Castilleja School 2010 - Present
Portola Valley School District Foundation Endowment 2003 - Present
International School of the Peninsula 2010 - 2013
Luminous Capital 2008 - 2012
Skills
Investments, Asset Allocation, Investment Management, Corporate Finance, Trading, Investment Advisory, Economics, Management Consulting, Management, Private Banking, Private Equity, Alternative Investments, Venture Capital, Mergers & Acquisitions, Asset Management
Education
Harvard Business School 1988 — 1990
MBA, Business
Stanford University 1982 — 1986
Bachelor of Arts and Sciences, Political Science and Economics
First Republic Investment Management December 2012 - Present
CNBC-YPO Chief Executive Network Member 2011 - Present
Forbes.com February 2011 - Present
The Street February 2011 - Present
Wall Street Week October 2010 - Present
YPO/WPO 2009 - Present
Castilleja School 2010 - Present
Portola Valley School District Foundation Endowment 2003 - Present
International School of the Peninsula 2010 - 2013
Luminous Capital 2008 - 2012
Skills
Investments, Asset Allocation, Investment Management, Corporate Finance, Trading, Investment Advisory, Economics, Management Consulting, Management, Private Banking, Private Equity, Alternative Investments, Venture Capital, Mergers & Acquisitions, Asset Management
Education
Harvard Business School 1988 — 1990
MBA, Business
Stanford University 1982 — 1986
Bachelor of Arts and Sciences, Political Science and Economics
Becky DeCesaro's First Republic Investment Management Experience March 2015 - Present
Job Senior Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Investment Management March 2015 - Present
First Republic Bank 2015 - Present
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Banking, Financial Analysis, Leadership
Education
Montana State University-Bozeman 1979 — 1984
Public Administration
First Republic Investment Management March 2015 - Present
First Republic Bank 2015 - Present
Skills
Portfolio Management, Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Banking, Financial Analysis, Leadership
Education
Montana State University-Bozeman 1979 — 1984
Public Administration
Barbara Bruser (E-mail)'s First Republic Investment Management Experience June 2010 - Present
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
First Republic Investment Management June 2010 - Present
City National Asset Management September 2002 - 2010
Bank of America 1998 - 2002
First Interstate Bank 1994 - 1998
RCM Capital Management 1976 - 1987
Skills
Equities, Investment Management, Investments, Alternative Investments, Fixed Income, Wealth Management
Education
University of California, Santa Barbara 1968 — 1972
BA, History, Comp Lit
Univeristy of Western Ontario
Marta Karolak's First Republic Investment Management Experience March 2007 - January 2009
Job Vice President, Digital Channels Planning, Risk, & Insights at First Republic Bank
Industry Investment Management
Experience
First Republic Bank September 2014 - Present
First Republic Bank November 2012 - September 2014
First Republic Investment Management March 2007 - January 2009
First Republic Investment Management April 2005 - March 2007
First Republic Investment Management March 2003 - April 2005
Montgomery Asset Management January 2002 - March 2003
Montgomery Asset Management February 2001 - January 2002
Skills
Team Building, Mentoring, Asset Management, Asset Allocation, Investments, Personal Financial..., Customer Experience..., New Brand Marketing..., Relationship Management, Public Speaking, Asset Managment, CRM, Banking, Wealth Management, Mergers & Acquisitions, Investment Management, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, General Management
University of California, Berkeley 1996 — 2000
BA, Comparative Literature
First Republic Bank September 2014 - Present
First Republic Bank November 2012 - September 2014
First Republic Investment Management March 2007 - January 2009
First Republic Investment Management April 2005 - March 2007
First Republic Investment Management March 2003 - April 2005
Montgomery Asset Management January 2002 - March 2003
Montgomery Asset Management February 2001 - January 2002
Skills
Team Building, Mentoring, Asset Management, Asset Allocation, Investments, Personal Financial..., Customer Experience..., New Brand Marketing..., Relationship Management, Public Speaking, Asset Managment, CRM, Banking, Wealth Management, Mergers & Acquisitions, Investment Management, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, General Management
University of California, Berkeley 1996 — 2000
BA, Comparative Literature
Chris Montagnino's First Republic Investment Management Experience March 2013 - April 2015
Job Director of Compliance Services at Jordan and Jordan
Industry Financial Services
Experience
Jordan and Jordan April 2015 - Present
First Republic Investment Management March 2013 - April 2015
Citibank December 2011 - March 2013
Jefferies & Company November 2006 - December 2011
New York Stock Exchange May 2005 - November 2006
Skills
AML, Capital Markets, Investment Banking, Equities, Hedge Funds, FINRA, Series 7, Securities, Fixed Income, Derivatives, Financial Services, Asset Management, Trading, Financial Markets, Investments, Due Diligence, Trading Systems
Education
Brooklyn Law School 1993 — 1997
Doctor of Law (JD)
New York University 1988 — 1992
Bachelor's degree, Economics
Jordan and Jordan April 2015 - Present
First Republic Investment Management March 2013 - April 2015
Citibank December 2011 - March 2013
Jefferies & Company November 2006 - December 2011
New York Stock Exchange May 2005 - November 2006
Skills
AML, Capital Markets, Investment Banking, Equities, Hedge Funds, FINRA, Series 7, Securities, Fixed Income, Derivatives, Financial Services, Asset Management, Trading, Financial Markets, Investments, Due Diligence, Trading Systems
Education
Brooklyn Law School 1993 — 1997
Doctor of Law (JD)
New York University 1988 — 1992
Bachelor's degree, Economics
Vito Gioiello's First Republic Investment Management Experience January 2008 - Present
Job Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management January 2008 - Present
First Republic Inv. Mgt. 2008 - Present
Manchester Capital Management LLC March 2003 - December 2007
Northern Trust June 1996 - March 2003
City National Bank 1986 - 1996
Skills
Asset Management, Investments, Equities, Financial Analysis, Alternative Investments, Fixed Income, Investment Management, Management, Securities
Education
University of Southern California 1980 — 1982
MBA, Finance
California State University-Long Beach 1976 — 1980
BS, Finance
First Republic Investment Management January 2008 - Present
First Republic Inv. Mgt. 2008 - Present
Manchester Capital Management LLC March 2003 - December 2007
Northern Trust June 1996 - March 2003
City National Bank 1986 - 1996
Skills
Asset Management, Investments, Equities, Financial Analysis, Alternative Investments, Fixed Income, Investment Management, Management, Securities
Education
University of Southern California 1980 — 1982
MBA, Finance
California State University-Long Beach 1976 — 1980
BS, Finance
LeAnn Shea's First Republic Investment Management Experience November 2007 - October 2011
Job Client Service / Operations Specialist
Industry Financial Services
Experience
Natixis Global Asset Management October 2011 - Present
Bay Area News Group September 2010 - Present
First Republic Investment Management November 2007 - October 2011
Morgan Hill Times November 2005 - July 2006
Oakland Tribune January 2005 - June 2006
Macy's West September 2002 - July 2004
Skills
Editing, Newspapers, Journalism, Copy Editing, Press Releases, Sports Writing, Editorial, Online Journalism, AP Style, Page Design, Financial Reporting, Digital Journalism, Interview Skills, Cosmetics, Product Marketing, Newsletters, News Writing, Creative Writing, Breaking News, Freelance Writing, Fact-checking, Web Editing, Public Speaking, Investigative Reporting, Interviews, Web Content, Storytelling, Feature Articles, Proofreading, Web Content Management, Content Strategy, QuarkXPress, Multimedia, Sales, Headline Writing, Online Publishing, Customer Service, Microsoft Office, Writing, Media Relations, Series 7
Education
San Francisco State University 2001 — 2004
B.A., Journalism
Santa Rosa Junior College 1998 — 2000
Associate of Arts (A.A.), General
Natixis Global Asset Management October 2011 - Present
Bay Area News Group September 2010 - Present
First Republic Investment Management November 2007 - October 2011
Morgan Hill Times November 2005 - July 2006
Oakland Tribune January 2005 - June 2006
Macy's West September 2002 - July 2004
Skills
Editing, Newspapers, Journalism, Copy Editing, Press Releases, Sports Writing, Editorial, Online Journalism, AP Style, Page Design, Financial Reporting, Digital Journalism, Interview Skills, Cosmetics, Product Marketing, Newsletters, News Writing, Creative Writing, Breaking News, Freelance Writing, Fact-checking, Web Editing, Public Speaking, Investigative Reporting, Interviews, Web Content, Storytelling, Feature Articles, Proofreading, Web Content Management, Content Strategy, QuarkXPress, Multimedia, Sales, Headline Writing, Online Publishing, Customer Service, Microsoft Office, Writing, Media Relations, Series 7
Education
San Francisco State University 2001 — 2004
B.A., Journalism
Santa Rosa Junior College 1998 — 2000
Associate of Arts (A.A.), General
Patricia Matsumaru's First Republic Investment Management Experience 1992 - June 2014
Job Senior Client Service Associate at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management 1992 - June 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Concur, SnagIt
Education
Santa Barbara Business College 1991 — 1992
Word Processing, Employment in an office setting
Los Angeles Pierce College 1970 — 1973
General Studies
First Republic Investment Management 1992 - June 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Concur, SnagIt
Education
Santa Barbara Business College 1991 — 1992
Word Processing, Employment in an office setting
Los Angeles Pierce College 1970 — 1973
General Studies
Kristin Nicholson, CFA, CFP's First Republic Investment Management Experience September 2004 - Present
Job Senior Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management September 2004 - Present
Bay Isle Financial August 2002 - September 2004
Cole Financial Group 1996 - 2001
Wood & Company 1994 - 1996
MBA Enterprise Corps 1993 - 1994
Hewitt Associates 1988 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Business
First Republic Investment Management September 2004 - Present
Bay Isle Financial August 2002 - September 2004
Cole Financial Group 1996 - 2001
Wood & Company 1994 - 1996
MBA Enterprise Corps 1993 - 1994
Hewitt Associates 1988 - 1991
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Business
Rex Wardlaw's First Republic Investment Management Experience April 2006 - January 2013
Job Aerie View LLC
Industry Investment Management
Experience
Aerie View LLC August 2014 - Present
First Republic Investment Management April 2006 - January 2013
US Trust October 1999 - April 2006
Wells Capital Management March 1996 - October 1999
First Interstate Bank and Wells Fargo July 1986 - October 1999
Skills
Asset Management, Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Investments, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management..., Mutual Funds, Series 7, Capital Markets, Bloomberg, Asset Managment, Wealth, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1984 — 1986
MBA, Finance & Marketing
Northwest Nazarene University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Aerie View LLC August 2014 - Present
First Republic Investment Management April 2006 - January 2013
US Trust October 1999 - April 2006
Wells Capital Management March 1996 - October 1999
First Interstate Bank and Wells Fargo July 1986 - October 1999
Skills
Asset Management, Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Investments, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management..., Mutual Funds, Series 7, Capital Markets, Bloomberg, Asset Managment, Wealth, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1984 — 1986
MBA, Finance & Marketing
Northwest Nazarene University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Miranda Holmes's First Republic Investment Management Experience June 2012 - Present
Job Managing Director of Financial Planning at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
First Republic Investment Management June 2012 - Present
UBS Wealth Management April 2006 - May 2012
Wells Fargo April 2005 - April 2006
Merrill Lynch June 2000 - April 2005
Prudential Financial Planning January 1999 - June 2000
InterSystems November 1993 - January 1999
ACTER (A Center for Theatre, Education, and Research) October 1988 - September 1992
Skills
Wealth Transfer, Financial Planning, Estate Planning, High Net Worth..., Financial Advisory, Disability Insurance, Personal Finance, FINRA, Retirement Planning, Investment Strategies, Asset Allocation, Series 7, Wealth Management, Retirement, Strategic Financial..., Investment Management, Uniform Combined State..., Wealth, Finance
Education
University of California, Santa Barbara 1988 — 1992
BFA, Theatre - Acting Emphasis
Chad Litman's First Republic Investment Management Experience August 2008 - Present
Job Analyst at First Republic Bank
Industry Banking
Experience
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
First Republic Investment Management August 2008 - Present
UBS June 2003 - July 2006
Banc of America Securities May 2002 - May 2003
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Modeling, Debt, Fixed Income, Hedge Funds, Alternative Investments, Investment Banking, Equity Research, Portfolio Management, Asset Management
Education
San Francisco State University 1995 — 1999
History, Philosophy
Fenn School
Golden Gate University
Law School
David Haverhals's First Republic Investment Management Experience July 2012 - Present
Job Senior Data Analyst at First Republic Bank
Industry Investment Management
Experience
First Republic Investment Management July 2012 - Present
DigiTango February 2012 - May 2012
Delivery Agent Inc. April 2011 - January 2012
Delivery Agent Inc. November 2009 - April 2011
Delivery Agent Inc. - SeenON.com Division November 2007 - November 2009
Skills
E-commerce, MySQL, SQL, Data Analysis, Business Analysis, Microstrategy, Management, Microsoft SQL Server, Business Intelligence, ETL, Requirements Gathering, Data Warehousing
Education
Calvin College 2002 — 2007
Interdisciplinary Studies – East Asia
First Republic Investment Management July 2012 - Present
DigiTango February 2012 - May 2012
Delivery Agent Inc. April 2011 - January 2012
Delivery Agent Inc. November 2009 - April 2011
Delivery Agent Inc. - SeenON.com Division November 2007 - November 2009
Skills
E-commerce, MySQL, SQL, Data Analysis, Business Analysis, Microstrategy, Management, Microsoft SQL Server, Business Intelligence, ETL, Requirements Gathering, Data Warehousing
Education
Calvin College 2002 — 2007
Interdisciplinary Studies – East Asia
Anne Golden, CFP's First Republic Investment Management Experience February 2003 - Present
Job Senior Managing Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management February 2003 - Present
Montgomery Asset Management 1995 - 2003
Bailard Biehl & Kaiser 1983 - 1995
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Series 7, Mutual Funds, Fixed Income, Equity Research, Securities, Bloomberg, Investment Strategies
Education
University of Colorado Boulder
Bachelor's Degree, Asian Studies
First Republic Investment Management February 2003 - Present
Montgomery Asset Management 1995 - 2003
Bailard Biehl & Kaiser 1983 - 1995
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Asset Managment, Investments, Equities, Wealth Management, Series 7, Mutual Funds, Fixed Income, Equity Research, Securities, Bloomberg, Investment Strategies
Education
University of Colorado Boulder
Bachelor's Degree, Asian Studies
Ross Gaudoin's First Republic Investment Management Experience June 2012 - Present
Job Managing Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management June 2012 - Present
Astera Financial Group, LLC March 2008 - June 2012
Wells Fargo Private Bank 2006 - 2008
Herndon, Morton, Herndon & Yaeger 1997 - 2006
Education
Duquesne University School of Law 1994 — 1997
JD
Duquesne University 1990 — 1994
BS, Accounting
First Republic Investment Management June 2012 - Present
Astera Financial Group, LLC March 2008 - June 2012
Wells Fargo Private Bank 2006 - 2008
Herndon, Morton, Herndon & Yaeger 1997 - 2006
Education
Duquesne University School of Law 1994 — 1997
JD
Duquesne University 1990 — 1994
BS, Accounting
Sandy Guidicianne, CFP®'s First Republic Investment Management Experience August 2010 - Present
Job Associate Director at First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management August 2010 - Present
BNY Mellon June 2007 - June 2010
BNY Mellon October 2003 - May 2007
BNY Mellon July 2001 - September 2003
Education
University of California, Los Angeles
Bachelor's degree, Business Economics
First Republic Investment Management August 2010 - Present
BNY Mellon June 2007 - June 2010
BNY Mellon October 2003 - May 2007
BNY Mellon July 2001 - September 2003
Education
University of California, Los Angeles
Bachelor's degree, Business Economics
Peter Gilmore's First Republic Investment Management Experience September 2015 - Present
Job Associate Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Investment Management September 2015 - Present
Polestar Capital November 2010 - September 2015
Self-Employed October 2003 - November 2010
Skills
Equities, Equity Research, Valuation, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Capital Markets
Education
Golden Gate University, Edward S. Ageno School of Business 2005 — 2007
Master of Arts (M.A.), Finance, Investments
University of California, Berkeley 1995 — 2000
Bachelor of Arts (B.A.), Geography
First Republic Investment Management September 2015 - Present
Polestar Capital November 2010 - September 2015
Self-Employed October 2003 - November 2010
Skills
Equities, Equity Research, Valuation, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Capital Markets
Education
Golden Gate University, Edward S. Ageno School of Business 2005 — 2007
Master of Arts (M.A.), Finance, Investments
University of California, Berkeley 1995 — 2000
Bachelor of Arts (B.A.), Geography
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY