Robert Weiss

Robert Weiss

Regional Business Leader
New York / Connecticut / New Jersey

Robert Weiss

Regional Business Leader
New York / Connecticut / New Jersey
  • Wealth Management Experience Since 1992
    Robert Weiss is a Senior Vice President and Regional Business Leader for First Republic Investment Management. Mr. Weiss oversees First Republic’s Wealth Managers in the tristate region, including New York, Connecticut and New Jersey, and is responsible for sales strategy, recruiting and collaboration across all areas of the Bank. Prior to joining First Republic in 2021, Mr. Weiss spent nearly 29 years in the wealth management industry in various leadership roles: Global Head of J.P. Morgan’s Advice Lab, Head of J.P. Morgan’s Private Wealth Management HNW business and Market Leadership Chairperson for the state of New Jersey; Managing Director of Bernstein’s Wealth Management Group and Northeast Division Executive at SunTrust (now Truist).
  • Community Involvement
    Mr. Weiss is an active member in his community and has worked Rising Tide Capital, transforming lives and communities through entrepreneurship.
  • Professional Designation
    Mr. Weiss earned a CFA® charter from AIMR (now the CFA Institute) in 2000.
  • Education
    Mr. Weiss earned his master’s degree in Finance from the University of Buffalo in 1997.
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