Wealth Management Team Led by Andrew Vahab Joins First Republic
First Republic Bank (NYSE:FRC) announced the addition of a new 10-person wealth management team led by Andrew Vahab in New York City and South Florida. This team, which includes several Managing Directors and Vice Presidents, specializes in portfolio management and investment consulting for individuals and families. The expansion reflects First Republic's commitment to enhancing its wealth management services. Vahab and other team members previously held positions at Citi Personal Wealth Management, highlighting their expertise in serving ultra-high net worth clients.
- Expansion of wealth management team increases First Republic's capabilities in New York City and South Florida.
- Team led by experienced professionals from Citi Personal Wealth Management, enhancing service quality.
- Focus on portfolio management and investment consulting aligns with market demands.
- None.
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a 10-person wealth management team led by Andrew Vahab has joined First Republic Investment Management in New York City and South Florida.
Vahab and colleague David Guthrie were both named Managing Director and Wealth Manager. Evan Soff, David Stecker, and Vincent Zappola were each named Senior Vice President and Wealth Manager. Robert Nicastro and Michael Kantor were each named Vice President and Wealth Manager.
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations. They are part of First Republic’s growing wealth management presence in New York City and South Florida.
“Andrew Vahab leads a team of exceptional wealth managers who have been very successful in helping clients achieve their objectives,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service and are a terrific addition to our expanding team of wealth management professionals.”
Vahab serves ultra-high net worth clients through complex multigenerational financial solutions and capital market strategies. Before joining First Republic, he was a Director, Senior Wealth Advisor and Portfolio Manager at Citi Personal Wealth Management. Vahab is active in his local community and serves on the board of the Youth Activity Center of Boca Raton and is also a Board Advisor for Lens on Life. Vahab earned a Bachelor’s degree in Business Administration from the Zicklin School of Business at Baruch College. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Guthrie provides clients with holistic wealth management solutions with a focus on fixed income, exchange-traded funds, mutual funds, options and individual equities strategies. Before joining First Republic, he was a Director and Senior Wealth Advisor at Citi Personal Wealth Management. Guthrie earned a Bachelor’s degree in Business Administration from Hofstra University.
Soff provides clients with multigenerational planning and risk management solutions. Before joining First Republic, he was a Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management. He earned a Bachelor’s degree in Economics from New York University.
Stecker serves clients through holistic multigenerational family planning. Before joining First Republic, he was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management. Stecker earned a Bachelor of Business Administration degree (cum laude) from the Zicklin School of Business at Baruch College. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Zappola provides customized wealth strategies and portfolios for high net worth clients and multigenerational families. Before joining First Republic, he was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management. Prior to that, he was an analyst and trader for both an ultra-high net worth family office and a long-short equity hedge fund. Zappola began his career at A.G. Edwards. He earned a Bachelor’s degree in Business Management from North Carolina State University. Zappola is a CFA® charterholder and a member of the Chartered Market Technician (CMT) Association.
Nicastro works with clients to offer customized wealth management solutions. Before joining First Republic, he was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management. He works with a diverse range of clients to create wealth management strategies, with a focus on professionals, executives, entrepreneurs and retirees.
Kantor delivers capital market strategies and portfolio management to clients, with a focus on derivative solutions. Before joining First Republic, he was a Vice President and Senior Wealth Advisor at Citi Personal Wealth Management. He earned a Bachelor’s degree in Finance from the Robert H. Smith School of Business at the University of Maryland. He is a CIMA® professional.
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, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. 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 Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
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