Stephen Greene is a Vice President and Wealth Manager with First Republic Private Wealth Management.
Prior to joining First Republic in 2023, Mr. Greene was a Senior Wealth Planner at Merrill Lynch and UBS and a Registered Representative with the Ayco Company, a subsidiary of Goldman Sachs. With over a decade of experience in the financial services industry, he provides personalized advice to the team’s clients, which include high net worth individuals and their families, CEOs and business owners.
He is a Chartered Financial Consultant® and a Chartered Retirement Planning Counselor℠.
Mr. Greene earned his bachelor’s degree from SUNY Oneonta.