Wealth managers join First Republic from J.P. Morgan.
M2 EQUITYBITES-November 7, 2017-Wealth managers join First Republic from J.P. Morgan
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First Republic Bank (NYSE: FRC), a private bank and wealth management company, has announced that senior wealth managers Jeff Sherman, Art Karabelas, and Okita Sevi have joined First Republic Private Wealth Management, the company said.
The advisors were each named Managing Director and Wealth Manager and will work at First Republic Investment Management in Boston. All three will provide portfolio management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
Sherman has 30 years of wealth management experience and served as branch manager throughout his career. Before joining First Republic, he was Financial Advisor and Executive Director at J.P. Morgan Securities in Boston. Sherman specializes in working with high-net worth families, senior executives and physician groups, providing a wide range of wealth management and lending solutions, including strategies to help reduce concentrated equity positions.
Karabelas has more than 28 years of experience and worked as a Financial Advisor and Executive Director at J.P. Morgan Securities in Boston before First Republic.
Sevi has more than 17 years of wealth management experience and was a Financial Advisor at J.P. Morgan Securities in Boston prior to First Republic.
Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; and New York, New York. First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans. For more information, visit firstrepublic.com.
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|Publication:||M2 EquityBites (EQB)|
|Date:||Nov 7, 2017|
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