David Farber is a Senior partner in a team of Wealth Managers at First Republic Investment Management.
Mr. Farber joined First Republic in 2017. Prior to entering the wealth management industry in 2005, David spent 20 years building, managing and selling entrepreneurial businesses. He began his career as a CPA with KPMG.
Mr. Farber and his partners have built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client service associates that provides clients the best of both worlds: the intimacy and personal touch of a small, specialized financial planning boutique, along with the vast resources of a large private bank like First Republic.
Collectively, the team advises a group of clients that have entrusted them with over $2 billion in assets under management (AUM).* Mr. Farber provides clients with comprehensive financial planning, including investment management, tax minimization strategies, retirement analysis, trust and estate planning, and other wealth management services. His clients are wealthy families, corporate executives, professionals, business owners and their businesses.
* As of 11/15/2022 total Assets Under Management (AUM) reflects the market value of investment programs and accounts, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced.