David Loeb

David Loeb

Wealth Manager, First Republic Investment Management
Florida

David Loeb

Wealth Manager, First Republic Investment Management
Florida
  • Wealth Management Experience Since 1994
    David Loeb is a Managing Director and Wealth Manager with First Republic Investment Management. Before joining First Republic in 2022, Mr. Loeb spent 20 years at J.P. Morgan Wealth Management as a Wealth Advisor and Executive Director. Prior to J.P. Morgan, he worked at Morgan Stanley as a First Vice President in Investment and Institutional Accounts. With over 28 years of experience, Mr. Loeb works with entrepreneurs, CEOs, partners in Private Equity and Hedge Fund Firms, and ultra high net worth families. Mr. Loeb focuses his practice on delivering excellence in financial planning, along with taking a holistic approach to each of his clients’ unique backgrounds, experiences and financial situations.
  • Community Involvement
    Mr. Loeb has been active in his local community for many years and has served on various charitable boards. He has also offered his time to support and encourage troubled children to prepare for a better future. Mr. Loeb has also enjoyed being a dedicated baseball and soccer coach soccer over the years. Mr. Loeb speaks Spanish and spent seven months in Spain, where he studied and taught English.
  • Education
    Mr. Loeb earned his Bachelor of Science degree in Political Science with a minor in Economics from New York University.
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