Anthony Custodio

Managing Director, First Republic Private Investment
Peninsula/Silicon Valley
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2021 - 2022

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Anthony Custodio

Managing Director, First Republic Private Investment
Peninsula/Silicon Valley
  • Wealth Management Experience Since 1994
    Anthony Custodio is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2022, Mr. Custodio spent 15 years at Merrill Private Wealth Management, most recently as a Senior Vice President and Private Wealth Advisor and Portfolio Manager. Before that, he was a Senior Investment Counselor at Wells Fargo Private Bank. He began his wealth management career in 1994 at Franklin Templeton Investments in the management training program. With over 28 years of experience, Mr. Custodio focuses his practice on managing the investment programs for ultra high net worth individuals and families, for whom he tailors portfolios to align with their goals and priorities.
  • Community Involvement
    Active in his local community, Mr. Custodio is a member of the Investment Committee for TheatreWorks, a nonprofit organization that provides innovative productions, new works and educational programs to the communities in Silicon Valley.
  • Education
    Mr. Custodio earned his Master of Business Administration from Santa Clara University and Bachelor of Science in Finance from Cal Poly San Luis Obispo. He holds the Chartered Financial Analyst® designation. Anthony Custodio, CFA®
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