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Wealth Manager David Loeb Joins First Republic in Florida
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First Republic Bank (NYSE:FRC) has appointed David Loeb as Managing Director and Wealth Manager at First Republic Investment Management. Loeb, who has over 28 years of wealth management experience, will enhance the bank's services in Florida.
His previous roles include wealth advisor at J.P. Morgan and vice president at Morgan Stanley. This strategic hire aims to bolster client service and expand the bank's wealth management capabilities, focusing on high-net-worth clients.
Positive
David Loeb brings over 28 years of experience, enhancing First Republic's wealth management team.
His appointment aims to improve client service and expand the bank's presence in Florida.
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SAN FRANCISCO--(BUSINESS WIRE)--
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that David Loeb has joined First Republic Investment Management.
Loeb was named Managing Director and Wealth Manager. He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“David Loeb is a successful wealth manager who will be a strong addition to our expanding team in Florida,” said Bob Thornton, President of First Republic Private Wealth Management. “David shares First Republic’s commitment to exceptional and differentiated client service.”
Loeb has more than 28 years of wealth management experience providing customized wealth management solutions for entrepreneurs, CEO’s, partners in private equity and hedge fund firms, and ultra high net worth families. Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management. Prior to that, Loeb was a First Vice President in Investment and Institutional Accounts at Morgan Stanley. He is active in his local community and has served on the Board of Jewish Board of Family and Children’s Services and served as a mentor at The Rita J. and Stanley H. Kaplan House in New York City. Loeb has also spent many years as a baseball and soccer coach. He received a Bachelor of Science degree in Political Science, with a minor in Economics, from New York University.
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.
