Jeffrey Atwood is a Managing Director and Wealth Manager with First Republic Investment Management.
Prior to joining First Republic in 2018, Mr. Atwood was a Private Wealth Advisor and Senior Vice President with the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston, MA. Mr. Atwood provides tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States. His extensive experience allows him to distill each client’s unique financial priorities pursuing them through the deft integration of capabilities and resources firm wide. Mr. Atwood has particular depth in the tactical management and rebalancing of client portfolios. As an experienced Relationship Manager to large multigenerational families Mr. Atwood is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.
Mr. Atwood joined Merrill Lynch in 1997. Previously he worked at Oppenheimer in New York City and Brown Brothers Harriman in Boston on the Institutional Equity Desk.
Active in his community, Mr. Atwood is a former board member of City Year Boston. He supports a number of organizations in the Boston area and is involved in fundraising initiatives for the Taft School in Watertown, Connecticut.
Mr. Atwood earned his bachelor’s degree from the University of Colorado.