David Dudek
Wealth Manager, First Republic Investment Management
San Francisco
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Industry Accolades
- Top Advisor Rankings by StateBarron's, 2016-2022
- Top 100 Financial AdvisorsBarron's, 2016-2022
- Best-in-State Wealth Management TeamsForbes, 2023
*As of 9/30/2022 Private Wealth Management assets include investment management assets, brokerage and money market mutual funds, and trust and custody assets.
The Barron's Top Advisors by State ranking is based on data provided by over 4,000 of the nation's advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Data used for the Barron's rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
The Barron's Top 100 Independent Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. This ranking does not predict or rate any client's investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron's rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.
Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.
- Wealth Management Experience Since 1993Randy J. Peterson is a Senior Managing Director and Wealth Manager at First Republic Investment Management, based in San Francisco. Mr. Peterson joined First Republic in 2006. He manages relationships for ultra-high net worth families and nonprofit institutions. Mr. Peterson focuses on a broad array of customized family office services, including asset management and financial planning. He specializes in tactical asset allocation, equity and fixed income security selection, and due diligence on external managers, and invests broadly in stocks, bonds, real estate, and alternative investments. His continued work has led him to recognition on Barron’s Top Advisor Rankings. His team currently manages approximately $3 billion in multi-asset class portfolios for wealthy families and institutions.* Prior to First Republic, he was with U.S. Trust Company from 1998 to 2006, where he served as a Senior Portfolio Manager managing multi-asset class portfolios for wealthy families and institutions. Mr. Peterson began his career as an investment officer in the Investment Management Group at Wells Fargo.
- Professional DesignationHe is a Chartered Financial Analyst® charterholder and is a member of the CFA Society of San Francisco.
- EducationMr. Peterson earned his bachelors degree in Business Administration from The University of Colorado at Boulder and his MBA in Finance from the University of Oregon.
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Team Connections
Stephen R. Marotto
Wealth Manager, First Republic Investment Management
San Francisco
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