Tom Beaty

Tom Beaty

Wealth Advisor, First Republic Investment Management
San Francisco

Tom Beaty

Wealth Advisor, First Republic Investment Management
San Francisco
  • Wealth Management Experience Since 1999
    Tom Beaty is a Senior Managing Director and Wealth Advisor at First Republic Investment Management. Before joining First Republic, Mr. Beaty was a Private Client Advisor with U.S Trust, where he advised clients in the areas of asset allocation, investment management, estate and wealth transfer planning, and alternative investments. Previously, he was an Investment Consultant and Office Director for City National Bank’s wealth management group in San Francisco and a Director of Business Development at Scudder Private Investment Counsel.
  • Community Involvement
    Mr. Beaty has served in various leadership positions for several area nonprofits. He is an advisory board member and former board chair of the Greater Bay Area Make a Wish Foundation and is a student mentor at Unity Charter High School in Oakland, CA with the iMentor program.
  • Professional Designation
    Mr. Beaty is a CERTIFIED FINANCIAL PLANNER™ professional.
  • Education
    Mr. Beaty received a bachelor’s degree in Business Administration from the University of Iowa.
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