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
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/22/20, data as of 03/31/20); (06/25/19, data as of 03/31/19); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
- 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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