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Six-Member Wealth Management Team Joins First Republic
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First Republic Bank (NYSE:FRC) has expanded its wealth management team with the addition of a six-person group led by Alexander Kadish, Nicholas Davey, and J.P. Garofalo. Both Kadish and Davey were appointed Managing Directors, while Garofalo took on the role of Vice President. This team, based in Century City, California, will focus on portfolio management and investment consulting services for high net worth individuals, families, and organizations. With their extensive backgrounds in wealth management, including previous roles at Morgan Stanley and J.P. Morgan, these professionals are set to enhance First Republic’s wealth management capabilities.
Positive
Expansion of wealth management team with experienced professionals.
New team members have a strong background in wealth management.
Focus on providing tailored investment consulting and wealth management services.
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None.
SAN FRANCISCO--(BUSINESS WIRE)--
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.
Kadish and Davey were each named Managing Director and Wealth Manager. Garofalo was named Vice President and Wealth Manager. Based in Century City, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Alexander Kadish, Nicholas Davey, J.P. Garofalo and their team are a terrific addition to our growing wealth management capabilities in Los Angeles,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service.”
Kadish has more than 20 years of wealth management experience providing customized solutions for individuals and families in the public and private sectors. Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Prior to that, he was an Executive Director at J.P. Morgan Securities. Earlier in his career, Kadish was a Senior Vice President at Jefferies & Company and held positions at Citigroup Smith Barney and Banc of America. Active in his local community, Kadish is a member of the Finance Committee for United Friends of the Children and is a member of the Dean’s Advisory Board of the College of Arts and Sciences for Syracuse University. He received a Bachelor of Arts degree in Economics from Syracuse University.
Davey has more than 15 years of wealth management experience providing customized solutions for individuals and families. Before joining First Republic, Davey was a Senior Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Prior to that, he was an Investment Associate at J.P. Morgan Securities. Earlier in his career, he was a Client Service Associate at UBS Financial Services. Davey has been active in his local community for many years and serves as a volunteer for the Toluca Baseball League and the Wesley School in Los Angeles. Davey received a Bachelor of Science degree in Mathematics and a Bachelor of Arts degree in Economics from the University of California, Irvine.
Garofalo has 10 years of wealth management experience providing customized solutions for high net worth individuals and families, with a focus on alternative investments. Before joining First Republic, Garofalo was a Wealth Advisor and Alternative Investments Director at Morgan Stanley Private Wealth Management. Earlier in his career, he worked at Ares Management and was a Consulting Group Associate at Morgan Stanley. Garofalo received a Bachelor of Arts degree in English and American Literature from Middlebury College. He holds the Chartered Alternative Investment Analyst designation.
To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.
About First Republic Bank
Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management. First Republic specializes in delivering exceptional, relationship-based service and provides a complete line of products, including residential, commercial and personal loans, deposit services, and private wealth management, including investment, brokerage, insurance, trust and foreign exchange services. 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; Jackson, Wyoming; and Bellevue, Washington. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
