Wealth Managers Join First Republic in San Francisco and Boston
May. 14, 2018
SAN FRANCISCO--(BUSINESS WIRE)--May 14, 2018--First Republic Bank (NYSE: FRC), a leading private bank and wealth management company, today announced that wealth managers Jeremy Wenner and Adam Beard have joined First Republic Investment Management.
Wenner and Beard were each named Managing Director and will provide wealth management services to individuals, families, businesses, nonprofits and foundations. Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.
“Jeremy Wenner and Adam Beard are very accomplished wealth professionals with extensive experience helping clients realize their financial objectives,” said Bob Thornton, President of First Republic Private Wealth Management. “Jeremy and Adam share First Republic’s commitment to exceptional client service, and we are very pleased they are joining our growing team in both San Francisco and Boston.”
Wenner has more than 17 years of financial services experience serving high net worth individuals and families. Before joining First Republic, Wenner was Managing Director in the Private Wealth Management Group at Jefferies LLC. Before that, he was Private Client Investment Advisor at Thomas Weisel Partners. Wenner began his career as a financial services analyst at NationsBanc Montgomery Securities. He earned a Bachelor of Arts degree in Political Science from Colgate University and an MBA from the University of California, Walter A. Haas School of Business.
Beard has more than 22 years of experience creating customized wealth planning strategies for high net worth individuals and families. Before joining First Republic, Beard was Senior Vice President in the Private Wealth Management Group at Jefferies LLC and also worked in the firm’s Technology Investment Banking Group. Before that, he was Director at GCA and was Vice President at Arma Partners LLP. Earlier in his career, he worked at Credit Suisse First Boston Technology Group and Prudential Securities. Beard earned a Bachelor of Arts degree in Political Science from Trinity College. He is a member of the Executive Committee for the nonprofit organization, BUILD Boston.
About First Republic Bank
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; New York, New York; and later in 2018, Jackson, Wyoming. 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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KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING FINANCE
SOURCE: First Republic Bank
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PUB: 05/14/2018 09:00 AM/DISC: 05/14/2018 09:01 AM