Wealth Advisors

Tom Beaty, CFP^®

Tom Beaty is a Managing Director and Wealth Advisor at First Republic Investment Management.

Beaty has over 16 years of experience in the investment industry. Prior to joining First Republic, 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.

Prior to joining U.S. Trust, Beaty was an Investment Consultant and Office Director for City National Bank's wealth management group in San Francisco. Prior to City National, he was a Director of Business Development at Scudder Private Investment Counsel.

Beaty serves in various leadership positions for nonprofits including being an Advisory Board Member and Former Board Chair of the Greater Bay Area Make a Wish Foundation, a Professional Advisor Committee Member of the East Bay Community Foundation and a Board Member of the Moraga Education Foundation.

Beaty received his Bachelor of Business Administration degree from the University of Iowa and holds the Certified Financial Planner designation.

Wealth Management Experience: 17 Years

Eric C. Bell

Eric C. Bell is a Managing Director and Wealth Advisor at First Republic Investment Management.

Prior to joining First Republic in 2012, Bell served as Senior Vice President at Bank of the West/BNP P Wealth Management. Bell's 28 years of experience in the financial services industry also includes roles as a Senior Director with BNY Mellon and Private Client Manager at Wells Fargo Private Client Services. He started his career with Prudential-Bache Securities in 1984.

Bell received a Bachelor of Business Administration degree from the University of Phoenix. He sits on the boards of Habitat for Humanity-Orange County, Boys and Girls Club-San Juan Capistrano and The Paul Merage Business School Advisory Board at University California Irvine.

Wealth Management Experience: 28 Years

Pamela L. Bennett

Pamela L. Bennett is a Managing Director and Wealth Advisor at First Republic Investment Management.

Bennett has over 25 years of experience advising high net worth individuals and families. Bennett joined First Republic Investment Management in June 2010 after spending 8 years as a Senior Vice President Private Client Advisor at City National Bank in Beverly Hills. Before that, Bennett was an Executive Director with UBS in Los Angeles.

Serving in various leadership positions for nonprofits, Bennett currently serves on the Executive Board for The Maple Counseling Center, is a member of MOCA Projects Council and LACMA Costume Council. She also is a member of the advisory board for The Beverly Hills Education Foundation and is a former chair of that organization.

Bennett holds a Bachelor of Science degree in Communications from the University of Illinois and a Personal Financial Planning designation from UCLA.

Wealth Management Experience: 27 Years

George Buza, CFP^®

George Buza is a Managing Director and Wealth Advisor at First Republic Investment Management.

Buza has over 20 years of personal financial planning experience. As a Wealth Advisor, Buza is responsible for providing customized wealth management solutions for clients of First Republic Bank. Prior to First Republic, Buza was a Senior Financial Planner with U.S. Trust Company. With a focus on the client's investment needs, Buza helped evaluate the income tax, gift and estate planning aspects of the client's overall wealth management plan. He helped clients develop an asset allocation strategy and managed the implementation and monitoring process.

Prior to U.S. Trust, Buza was a Planning Executive with MetLife Institutional. He provided estate and survivorship planning services to corporate senior executives. Buza helped clients create estate plans integrating a team of legal and financial professionals.

Buza is a Certified Financial Planner practitioner (CFP). He earned his Bachelor of Arts in Economics from California State University, Northridge and completed the Personal Financial Planning program at the University of California, Los Angeles. Buza is a member of the Financial Planning Association.

Wealth Management Experience: 22 Years

Kathy Calcagno

Kathy Calcagno is a Managing Director and Wealth Advisor at First Republic Investment Management.

Calcagno joined First Republic in 2012. She has over 27 years of experience in working with CEO’s, business owners, company executives, charitable organizations and large family wealth in the Portland market at very large financial institutions. Calcagno has worked with some of the most complex issues for clients in all areas of Banking, Credit, Trust and Estate Planning, Professional Asset Management and Life Insurance. She takes a full balance sheet approach with every client to help them develop their financial legacy and achieve their wealth management goals.

An active member of the Portland community, Calcagno has served on several boards, which have included The University Club of Portland, The Leukemia and Lymphoma Society of Oregon, Trillium Family Services, The Brian Grant Foundation, Friends of the Children-Fast Friends, and St. Andrews Nativity School. Calcagno has also served as a guest lecturer at Portland State University for various Marketing and Sales classes.

Calcagno graduated from the American Banker’s Association National Trust and Graduate Trust Schools with Honors.

Wealth Management Experience: 27 Years

Gina Costello

Gina Costello is a Managing Director and Wealth Advisor at First Republic Investment Management.

Costello focuses on implementing comprehensive investment portfolios for clients. Prior to First Republic, Costello was a Senior Vice President of Investments at UBS working primarily with high net worth individuals and families. With more than 24 years of experience in the financial services industry, Costello also held roles at U.S. Trust Company Private Wealth Management as a Senior Vice President of Sales (2001-2008) and at State Street Global Advisors as Manager of Estate Settlement, Trust Real Estate and Fiduciary Income Tax Departments (1987-2001).

Costello earned an Arts and Science degree from Champlain College, a Bachelor of Science degree from Bentley College, a Certificate from Williams College, a Certificate from The New England School of Trust Banking, and a Certificate from the Stanford University Executive with a focus on Alternative Investments.

Wealth Management Experience: 25 Years

Catherine Evans, CFP^®

Catherine Evans is a Senior Managing Director and Wealth Advisor at First Republic Investment Management.

As a Wealth Advisor and Certified Financial Planner, Evans works with clients to determine long term goals and objectives and how First Republic can provide a customized solution. Prior to joining First Republic in 2002, Evans was a management consultant at Mercer Management Consulting based in San Francisco providing strategic planning advice to the oil and gas and financial services industries.

Evans earned a Bachelor of Arts degree in International Relations from Stanford University prior to graduating from the Haas School of Business at the University of California, Berkeley with an M.B.A. degree.

Wealth Management Experience: 17 Years

Mark A. Gerardi, GEPC

Mark A. Gerardi is a Managing Director and Wealth Advisor at First Republic Investment Management.

Prior to joining First Republic, Gerardi was a Senior Wealth Advisor with Union Bank of California. Gerardi's 18 years of experience in the investment industry also include roles as Senior Financial Consultant with UnionBanc Investment Services, and Financial Consultant with Great Western Financial Securities.

Gerardi earned a Bachelor of Business Administration degree with a concentration in Finance from the University of Notre Dame, has a California Life Agent License and is a Graduate Estate Planning Consultant (GEPC) through the National Institute for Estate Planners. He is affiliated with the La Jolla Estate Planning, Trust & Probate Section and Notre Dame Club of San Diego.

Wealth Management Experience: 19 Years

Dodie Gumaer

Dodie Gumaer is a Managing Director and Wealth Advisor at First Republic Investment Management.

At First Republic, Gumaer provides investment consulting and wealth management services to clients of First Republic Bank. Prior to joining First Republic, she served as a Relationship Manager for nine years at U.S. Trust Company. Gumaer's 20 years in the Private Banking and Investment industry also include positions at Citibank, where she graduated from the Citibank Institute for Global finance, M&T Bank and Bankers Trust.

Gumaer is actively involved with various nonprofits. She serves on the boards of the ASPCA (2008- Present), and Hartley House (2004 Present) the community settlement house in Hell's Kitchen. She is a former Trustee
(1989 -2005) and Treasurer of the Seeing Eye, the Morristown, NJ Dog Guide school.

Gumaer received a Bachelor of Arts degree in Political Economy from Wheaton College in Norton, MA and is a graduate of the American Bar Association's National Trust School.

Wealth Management Experience: 26 Years

Robert A. Karson

Robert A. Karson is a Managing Director and Wealth Advisor at First Republic Investment Management.

At First Republic, Karson provides investment consulting and wealth management services to individuals, families and philanthropic organizations. Prior to joining First Republic, he served as Managing Director and Relationship Manager at U.S. Trust, where he started his tenure in 1984. Karson's 34 year career in the wealth management industry also includes positions at Spoor Behrens Campbell and Young (1981-1984) and Merrill Lynch (1979-1984), where he began his career serving as a Wealth Strategist.

Karson is actively involved in the not for profit community. He is a trustee of Grace Reformed Baptist Church, the Past President and current board member of the Epilepsy Foundation of Long Island, and a board member of New York City Relief for the homeless.

Wealth Management Experience: 34 Years

Matthew Z. Krusko, J.D., CFP^®

Matthew Z. Krusko is a Managing Director and a Wealth Advisor at First Republic Investment Management.

Krusko joined First Republic in 2011. Previously, Krusko was a Financial Advisor with Bernstein Global Wealth Management, where he provided comprehensive wealth management advice to high net worth individuals and families. Prior to Bernstein, Krusko was an attorney at Cravath, Swaine & Moore, LLP, where he handled a wide variety of civil litigation matters. Earlier in his career, Krusko was a Legislative Assistant for U.S. Senator Joseph Biden and U.S. Representative Karen Shepherd.

Krusko earned a B.S., with honors, from Cornell University, and a J.D. from the University of Virginia School of Law, where he was a named to the Virginia Law Review. He holds the Certified Financial Planner (CFP^®) designation.

Wealth Management Experience: 7 Years

David Lambert

David Lambert is a Managing Director and Wealth Advisor at First Republic Investment Management.

Prior to joining First Republic in 2010, Lambert served as Vice President of Private Banking and Business Development with TD Wealth, based in Boston. He has over 20 years of experience in the Investment Industry, which includes positions at Alliance Capital Regional Director of Distribution, Comerica Bank as Regional Director of Trustee Alliance Program, and Santander Wealth management Group as a Private Wealth Advisor. Lambert's investment experience also includes a role in the Private Equity field as Director of US Distribution for BDC Financial Group; a Boston based Private Equity Firm, which customized Private Equity and Hedge Fund of Funds for Accredited, Institutional and Qualified Purchasers.

Lambert is a member of the Estate Planning Council of Worcester and currently serves on the Northborough Youth Basketball Association and the Metrowest Boys club.

Lambert earned his Bachelor of Science degree in Economics and Political Science from Fitchburg State College, Fitchburg Massachusetts.

Wealth Management Experience: 21 Years

Mary Beth Mahoney

Mary Beth Mahoney is a Managing Director and Wealth Advisor at First Republic Private Wealth Management.

Mahoney spent 14 years at Boston Private Bank as a Senior Vice President in the Investment, Trust and Wealth Advisors group. Prior to Boston Private Bank she was with Bank of Boston’s Private Bank. She has over 25 years of experience in Private Banking and Wealth Management.

Mahoney graduated from Dartmouth College with a Bachelor of Arts degree and received her MBA cum laude from Babson College. She is a member of the Boston Estate Planning Council and is active with local charities in her community.

Wealth Management Experience: 25 Years

Gregg Palmer

Gregg Palmer is a Managing Director and Wealth Advisor at First Republic Investment Management.

Prior to joining First Republic, Palmer spent 15 years with Wells Fargo Private Bank as a Senior Vice President working with high net worth families. Prior to Wells Fargo, Palmer worked with Nicolas Applegate Capital Management in San Diego. As a Wealth Advisor with 20 years of experience in the wealth management industry, Gregg consults with clients to develop and implement comprehensive wealth management solutions with the assistance of a multi-disciplinary team of specialists.

Palmer holds earned his Bachelor of Arts degree from Boston University.

Wealth Management Experience: 21 Years