- America’s Top Wealth AdvisorsBarron's, 2014, 2017-2018
- Best-In-State Wealth AdvisorsForbes, 2017-2021
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 1991Sam Hodgson is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2018, Sam was a Managing Director with Merrill Lynch where he began his career in 1991. Sam uses his 30 plus years of experience to guide high net worth clients with implementing strategies for wealth management, financial planning, concentrated stock and liquidity event planning. With his team at First Republic they help these clients with highly personalized strategies for nearly every aspect of their financial lives. The relationships they form with multiple generations of families are based on their unwavering commitment to putting clients’ needs first. Their goal is to be the first call clients make for all of their financial needs.
- EducationSam earned his bachelor’s degree from Middlebury College.