Theresa M. Rutledge

Managing Director, First Republic Private Wealth Management
Peninsula/Silicon Valley
Industry Accolades
  • Top Women Wealth Advisors
    Forbes, 2020–2021
  • Best-In-State Wealth Advisors
    Forbes, 2021-2022

Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Theresa M. Rutledge

Managing Director, First Republic Private Wealth Management
Peninsula/Silicon Valley
  • Wealth Management Experience Since 2000
    Theresa Rutledge is a Managing Director and Wealth Manager with First Republic Investment Management. Prior to joining First Republic in 2022, Ms. Rutledge was a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management. Before her 15-year tenure at Merrill Lynch, Ms. Rutledge was a Vice President and Private Client Advisor at Wells Fargo Private Bank. She began her investment career at UST Securities in 2001. Ms. Rutledge provides services to a select group of ultra high net worth individuals and families. She focuses her practice on addressing her clients’ financial needs across all aspects of life, including family, legacy, business and community. She delivers holistic wealth management offerings, which include investment management and financial planning.
  • Community Involvement
    Ms. Rutledge has been active in her local community for many years. She serves on the Investment Committee and as an Emeritus Board Member for the Boys and Girls Clubs of the Peninsula. Ms. Rutledge values the importance of financial literacy and, as such, volunteers her time through various programs to educate young adults.
  • Education
    Ms. Rutledge earned her Bachelor of Arts in Political Science from the University of California, Los Angeles. She is a CERTIFIED FINANCIAL PLANNER™ professional.
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