Kathleen Kalp

Wealth Manager, First Republic Investment Management
Santa Barbara

Kathleen Kalp

Wealth Manager, First Republic Investment Management
Santa Barbara
  • Wealth Management Experience Since 1998
    Kathleen Kalp is a Senior Vice President and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2022, Ms. Kalp was a Senior Portfolio Manager at Montecito Bank & Trust, where she managed portfolios for high net worth individuals and trust, nonprofit, pension and foundation clients. Preceding MB&T, she managed private client wealth relationships at Northern Trust and was Lead Manager for the Northern Large Cap Core equity portfolio. Her career experience also includes portfolio management, securities analysis and socially responsible investing responsibilities for mutual fund and equity research firms in Los Angeles and Phoenix.
  • Community Involvement
    Active in her community, Ms. Kalp has served two terms on the board of the Santa Barbara Museum of Natural History and was Board President for the Wildling Museum of Art and Nature. Her volunteer work also includes board and committee roles for the Marymount School and the Loyola Marymount MBA Alumni Association.
  • Professional Designation
    Ms. Kalp holds the Chartered Financial Analyst® designation.
  • Education
    Ms. Kalp earned her MBA from Loyola Marymount University and her Bachelor of Arts degree in Business Economics from UC Santa Barbara.
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