David Loeb

David Loeb – Managing Director and Wealth Manager at First Republic Investment Management

David Loeb is a Managing Director and Wealth Manager with First Republic Investment Management. With over 28 years of experience working with CEOs, partners in Private Equity firms and hedge fund firms, as well as ultra high net worth families, David has extensive expertise to draw upon.

He boasts an impressive background in jazz music and the music business. As director of the Division of Jazz & Commercial Music at the University of Nevada Las Vegas, he has taught music to students who earned prestigious DownBeat Magazine Student Music Awards, performed at renowned Monterey Jazz Festival and Midwest Clinic events, and earned glowing CD reviews from JazzTimes Magazine.

Early Life and Education

Parental guidance is invaluable during a child’s early years of development. Parents model behavior such as speaking, walking, feeding themselves and understanding shapes, colors and simple words.

Children need active stimulation and socialization with others to grow properly, which is why early childhood education (ECE) is so crucial for a child’s development.

In a world where children often lack the support and nurturing they require, early childhood education (ECE) programs can be an invaluable asset in shaping a child’s future success. Not only do they promote emotional wellness and healthy social and learning development, but they also reduce levels of dependency and crime.

Professional Career

David Loeb has more than 28 years of wealth management expertise, offering tailored wealth solutions for entrepreneurs, CEOs, partners in private equity and hedge fund firms, as well as ultra high net worth families. In 2022 he joined First Republic as a Managing Director and Wealth Manager with a mission to deliver excellence in financial planning.

He is an internationally-recognized expert in probate and trust law, having written numerous articles regarding these subjects. Additionally, he serves as chair of the Los Angeles County Bar Association Trusts & Estates Section and served as founding editor of its Bulletin. Throughout his career, he has been consistently recognized by major legal directories such as The Best Lawyers in America and Thomson Reuters’ Super Lawyers for his achievements.

Achievement and Honors

Dave Loeb, a Las Vegas native and professional musician for more than three decades, has been performing as the keyboardist on film soundtracks for Bette Midler, Herbie Hancock, Robin Williams and Norah Jones as well as recordings by Connie Francis, Jennifer Holiday and Curtis Mayfield among others.

He has played with a range of musical artists, such as Andrea Bocelli, Audra McDonald, Gil Shaham, Patti LuPone, Placido Domingo and Jewel. Additionally, he orchestrated works for George Benson, Miriam Makeba, Doc Severinsen and many more musicians.

He has performed on more than 45 syndicated television shows and 40 movie scores, such as Ted, The Birdcage and Pocahontas. For 10 years he was the principal keyboardist with The Hollywood Bowl Orchestra. For his achievements he has received numerous awards and honors – including being named a distinguished alumni of Eastman School of Music.

Personal Life

David Loeb has been a staple in Las Vegas’ music scene for more than a decade, performing as composer, conductor and pianist. He’s created arrangements for George Benson, Miriam Makeba and Doc Severinsen as well as orchestrating works for numerous others.

He has been teaching jazz studies at UNLV for 13 years, serving as its director. Notable alumni include Jennifer Higdon and Jeremy Beck.

Loeb was a champion in the World Rally Championship, winning nine consecutive titles from 2004 to 2012. His speed and skill in driving earned him widespread acclaim.

Net Worth

David Loeb is an investment advisor with more than 28 years of wealth management expertise, providing tailored wealth management solutions for entrepreneurs, CEOs, partners in private equity and hedge fund firms, as well as ultra high net worth families. Prior to joining First Republic he served as a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.

David provides comprehensive advice to high-net-worth individuals, family offices, closely held businesses and fiduciaries on international transactions, estate and succession planning, purchases and sales of residential and commercial real estate as well as structuring client investments through trusts or corporate entities.

He serves as a director of CorePoint Lodging Inc. (CPLG), and holds the largest shareholding in the company with more than 1,000 shares.

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