James Atwood

James Atwood

Wealth Manager, First Republic Investment Management
Boston
Industry Accolades
  • 400 Top Financial Advisers
    Financial Times, 2012-2015

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James Atwood

Wealth Manager, First Republic Investment Management
Boston
  • Wealth Management Experience Since 2001
    James Atwood is a Senior Managing Director and Wealth Manager at First Republic Investment Management. Mr. Atwood directs the design and development of customized wealth strategies for ultra-high net worth individuals and families nationwide integrating the extensive resources of his team and the greater enterprise. Before joining First Republic in 2018, he spent more than three decades at Merrill Lynch. Mr. Atwood applies the knowledge and insight he has gained from helping families manage, deploy and transfer assets effectively. He is particularly skilled in asset allocation, manager selection/oversight and portfolio construction while being mindful of each client's cash flow needs and long term objectives. Mr. Atwood savors the relationships he has built with clients over many years engaging with each family's goals and aspirations in a direct and meaningful way.
  • Community Involvement
    Active in his local community, Mr. Atwood serves on the boards of Boston City Year and the New England Aquarium and is a former board member of the Wang Center for Performing Arts.
  • Education
    Mr. Atwood earned his Bachelor of Arts degree in Political Science from the University of Vermont.
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