First Republic Investment Management

Jon S. Bull, CFA

Jon is a Senior Managing Director and portfolio manager at First Republic Investment Management. Previously he was President and Chief Investment Officer of Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank, and before that, he was President and CEO of Santa Barbara Capital Management (formerly Argus Investment Management). Educated at the University of California, Irvine, he is a Chartered Financial Analyst, and a Chartered Investment Counselor. His stock market analysis has been quoted in the financial press for years.

He is currently Treasurer of the Santa Barbara Zoo, a Trustee of the Santa Barbara Historical Museum, and Finance Committee Chairman of the Dream Foundation. Jon has thirty years experience in investment management.

Investment Experience: 30 Years

Vito Gioiello

Vito joined First Republic Investment Management in January 2008. Previously he was Senior Portfolio Manager for five years in the Montecito office of Manchester Capital Management, a multi-family office based in Vermont. Before that, Vito was a portfolio manager for seventeen years at Northern Trust and City National Investment Advisors in Los Angeles specializing in managing portfolios for high net worth individuals and trusts. Vito holds a BS degree in finance from Cal State University of Long Beach and received his M.B.A. in Finance from the University of Southern California. Vito also holds a Chartered Financial Analyst (CFA) designation and is a member of the Los Angeles Society of Financial Analysts. He is currently active in various charitable boards including Catholic Charities of Santa Barbara, Pearl Chase Society, Speaking of Stories, Domestic Violence Solutions and the investment committee of the Music Academy of the West.

Investment Experience: 25 Years

Matthew L. Hall

Matt previously served as Senior Vice President in marketing and client relations with Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank. Prior to this, Matt spent 14 years building and managing the private client business of Engemann Asset Management in Pasadena, California. Before joining Engemann Asset Management, Matt held positions in the Trust Investment departments at United Mercantile Bank in Pasadena, and at City National Bank in Beverly Hills, California. Matt earned a Bachelor’s degree in business administration from Fort Lewis College, in Durango, Colorado. Matt has over 20 years of experience in advising high net-worth investors with their portfolios.

Investment Experience: 22 Years

Kristin Horton, CFA

Kristi joined First Republic Investment Management in 2002. She has over 14 years of investment experience, most recently with Morgan Stanley Equity Research and Putnam Investments. She holds an M.B.A. in Finance from the MIT Sloan School, a B.A. from Wellesley College, and is a Chartered Financial Analyst (CFA).

Investment Experience: 14 Years

Robin Kopeikin, CFA

Robin has 23 years of experience in the investment business. She is a Chartered Financial Analyst and a Chartered Investment Counselor. Her portfolio management career began in 1987, and subsequently included positions as Vice President of Santa Barbara Capital Management and Senior Vice President of Starbuck, Tisdale & Associates. While her background has been focused on portfolio management and fundamental securities research, Robin has pursued additional study in the fields of technical analysis and behavioral finance. She received her B.A. in Business Economics from the University of California at Santa Barbara.

Robin is a member of the Lobero Theatre Associates and a former Board Member of the Santa Barbara Breast Cancer Institute.

Investment Experience: 23 Years

Fred Przekop, CFA

Fred has 15 years of experience managing investment portfolios and an additional five years spent as a corporate finance executive. He is currently a Managing Director and portfolio manager at First Republic Investment Management. Prior to this Fred was a portfolio manager at Starbuck Tisdale & Associates (a wholly owned subsidiary of First Republic Bank) for over 7 years. In addition to his expertise in managing investment portfolios for individuals, Fred has notable experience in the areas of institutional fixed income management, corporate financial planning, and financial software application development.

Fred is a graduate of U.C. Santa Barbara, and received his M.B.A. in Finance from the Anderson Graduate School of Management (U.C.L.A.). Fred received his Chartered Financial Analyst (CFA) designation in 1997.

Investment Experience: 15 Years

Steve Solomon, CFA

Steve has more than 12 years of experience in investment management with an emphasis in personal trusts and high net worth individuals. Before joining First Republic, Steve was Vice President, Senior Portfolio Manager with Bank of the West's Wealth Management Division in Newport Beach where he actively managed portfolios, client relationships, complex trusts and agency accounts. Prior to his role at Bank of the West, Steve was a Portfolio Manager at Wells Fargo Private Asset Management in Los Angeles. Before joining the investment community, Steve taught Mathematics in Santa Monica and played professional baseball for the Philadelphia Phillies organization.

Steve graduated from Stanford University, where he earned a Bachelor of Arts degree in Economics. He is a Chartered Financial Analyst (CFA) charterholder. In addition, he is a member of the CFA Society of Los Angeles (CFALA), the CFA Society of Orange County (CFAOC), as well as the CFA Institute.

Investment Experience: 12 Years

Patrick S. Steele

Patrick previously served as Executive Vice President in marketing and Director of Starbuck, Tisdale & Associates, a former subsidiary of First Republic Bank. He formerly managed the pension department at Santa Barbara Bank & Trust and prior to that he was a Senior Administrator and Director of Marketing for American Trust Company of Hawaii, Inc. He has a B.A. Degree from University of Southern California and is responsible for marketing, business development, and client contact.

Investment Experience: 23 Years

Todd D. Sullivan, CFA

Todd has been in the investment management business for 19 years. Currently he is a Managing Director at First Republic Investment Management. Todd started his investment career in Santa Barbara, at Santa Barbara Savings & Loan working in a supervisory capacity in the Investment Operations Department. He then moved to Starbuck, Tisdale & Associates in 1989. He started his career with Starbuck, Tisdale as a securities trader and was then promoted to a portfolio manager role. Todd holds a Bachelor of Science degree in Finance from California State University, Long Beach and is a Chartered Financial Analyst (CFA).

Todd is an active board member of various charitable organizations in Santa Barbara County and a member of the Los Angeles Society of Financial Analysts.

Investment Experience: 19 Years