Marci Rosenfeld
Wealth Manager, First Republic Investment Management
Peninsula Silicon Valley
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Industry Accolades
- Top Next-Gen Wealth AdvisorsForbes, 2017–2022
- Best-In-State Wealth AdvisorsForbes, 2022
Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.
- Wealth Management Experience Since 2009Jeremy McChesney is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2022, Mr. McChesney was a Private Wealth Financial Advisor and Managing Director — Investments at Wells Fargo Advisors. Mr. McChesney focuses his practice on relationship management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he leads the financial planning efforts on the team for clients, which include Silicon Valley technology entrepreneurs and executives.
- Professional DesignationMr. McChesney is a CERTIFIED FINANCIAL PLANNER™ certificant.
- EducationMr. McChesney earned his bachelor of arts degree in communication from the University of California, Davis.
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Team Connections
Jim Morehouse
Wealth Manager, First Republic Investment Management
Peninsula Silicon Valley
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Todd Duncan
Wealth manager, First Republic Investment Management
Peninsula Silicon Valley
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Jessica Huang
Wealth Manager, First Republic Investment Management
Peninsula Silicon Valley
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