- Top Next-Gen Wealth AdvisorsForbes, 2009-2020
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- Wealth Management Experience Since 2009Jared Katzman is a Senior Vice President and Wealth Manager with First Republic Investment Management. Mr. Katzman joined First Republic in 2020. Previously, he spent over a decade at Morgan Stanley Private Wealth Management where he was an Alternative Investments Director, First Vice President and Portfolio Manager. Mr. Katzman focuses on portfolio management and business development, as well as the construction of comprehensive wealth management strategies.
- EducationMr. Katzman earned his bachelor’s degree in Business Management and MBA in Marketing from Lynn University.