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Wealth Management Team Led by Radhika Mehta and Nick Fanneron Joins First Republic
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Rhea-AI Summary
First Republic Bank (NYSE:FRC) has announced the hiring of Radhika Mehta and Nick Fanneron to its Investment Management team in New York. Mehta joins as Managing Director and Wealth Manager, bringing over 22 years of experience from Merrill Lynch. Fanneron serves as Vice President and Wealth Manager, with over five years in the field. Both aim to enhance portfolio management and wealth services for clients, reinforcing First Republic's commitment to exceptional customer service.
Positive
Recruitment of experienced wealth managers Radhika Mehta and Nick Fanneron to enhance service offerings.
Both new hires have significant backgrounds in wealth management, indicating potential for improved client services.
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SAN FRANCISCO--(BUSINESS WIRE)--
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Radhika Mehta and Nick Fanneron have joined First Republic Investment Management in New York.
Mehta was named Managing Director and Wealth Manager and Fanneron was 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.
“Radhika Mehta and Nick Fanneron are talented wealth managers who will be strong additions to our expanding team serving metropolitan New York,” said Bob Thornton, President of First Republic Private Wealth Management. “Radhika and Nick share First Republic’s commitment to exceptional and differentiated client service.”
Mehta has more than 22 years of wealth management experience providing customized wealth management solutions for individuals and families. Before joining First Republic, she was a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Active in her local community, Mehta is a New York Institute of Technology Alumni Board member and also volunteers to help the preservation of art at the Salmagundi Club. Mehta received a Bachelor of Arts degree in English from the University of Delhi and an MBA in Finance from the New York Institute of Technology. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® professional, holds the Chartered Financial Analyst® designation, and is a Chartered Retirement Planning Counselor℠. Mehta also holds the Certified Exit Planning Advisor and Certified Plan Fiduciary Advisor™ designations.
Fanneron has more than five years of wealth management experience providing customized wealth management solutions for families, professionals, corporate executives, and business owners. Before joining First Republic, he was an Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management. Fanneron is active in his local community and volunteers and supports a number of Parkinson’s Disease organizations. He received a Bachelor of Science degree in Business Administration, with a concentration in Finance and Marketing, from Northeastern University where he was also a member of the Varsity Baseball Team. Fanneron holds the Chartered Retirement Planning Counselor℠ and Sports & Entertainment Accredited Wealth Manager Advisor℠ designations from the College for Financial Planning.
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.
Who are the new hires at First Republic Bank (FRC)?
First Republic Bank has hired Radhika Mehta as Managing Director and Wealth Manager and Nick Fanneron as Vice President and Wealth Manager.
What experience do Radhika Mehta and Nick Fanneron bring to First Republic Bank?
Radhika Mehta has over 22 years of wealth management experience from Merrill Lynch, while Nick Fanneron has over five years in wealth management, also from Merrill Lynch.
What roles will Mehta and Fanneron serve at First Republic Bank?
Mehta will focus on portfolio management and wealth management, while Fanneron will assist with retirement planning, investment consulting, and other wealth management services.
How does the hiring of Mehta and Fanneron impact First Republic Bank (FRC)?
The hiring of experienced professionals is expected to strengthen First Republic's investment management capabilities and client service in the New York area.
