Jared Katzman

Wealth Manager, First Republic Investment Management

New York

Industry Accolades

Top Next-Gen Wealth Advisors
Forbes, 2009-2020
Best-in-State Wealth Management Teams
Forbes, 2023

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Jared Katzman

Wealth Manager, First Republic Investment Management

New York

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Wealth Management Experience Since 2009
Jared 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.
Education
Mr. Katzman earned his bachelor’s degree in Business Management and MBA in Marketing from Lynn University.

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