- Wealth Management Experience: Since 2011Brian Kelleher is a Vice President and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2023, Mr. Kelleher was a Financial Advisor at Merrill Lynch and a Wealth Planner with Ballentine Partners, a multifamily office. With close to a decade of experience in the financial services industry, he provides personalized advice to the team’s clients, which include high net worth individuals and their families, CEOs and business owners.
- Professional DesignationsHe is a Certified Financial Planner® and a Certified Exit Planning Advisor.
- EducationMr. Kelleher graduated magna cum laude from Bentley University with a bachelor’s degree with a double major in corporate finance and accounting and global perspectives.
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