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Wealth Manager David Munoz Joins First Republic in New York
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First Republic Bank (NYSE:FRC) has appointed David Munoz as Managing Director and Wealth Manager in New York. Munoz brings over 24 years of wealth management experience, focusing on high net worth and ultra-high net worth clients. Previously, he served at Merrill Lynch, Morgan Stanley, and UBS Financial Services. Bob Thornton, President of First Republic Private Wealth Management, emphasized Munoz's commitment to exceptional client service. First Republic continues to strengthen its wealth management team to enhance service delivery to its clients.
Positive
David Munoz brings extensive wealth management experience with over 24 years in the industry.
The addition of Munoz is expected to strengthen First Republic's wealth management services in the competitive New York market.
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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 Munoz has joined First Republic Investment Management in New York.
Munoz 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 Munoz is a very successful wealth manager and a terrific addition to our wealth management team in metropolitan New York,” said Bob Thornton, President of First Republic Private Wealth Management. “David shares First Republic’s commitment to exceptional service to every client.”
Munoz has more than 24 years of wealth management experience. He specializes in providing customized wealth management solutions for high net worth and ultra-high net worth clients. Before joining First Republic, he was a Senior Vice President and Senior Financial Advisor at Merrill Lynch. Before that, he worked at Morgan Stanley and UBS Financial Services. He began his career at Sanford C. Bernstein as a Client Associate. He is active in his local community and is a Boy Scouts of America leader of Troop 170 in the Bronx and the Greater New York Councils. He is also a Little League softball and soccer coach and serves on the Board of the Croton Little League. He received a Bachelor of Arts degree in Psychology and Sociology from the College of the Holy Cross.
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.
David Munoz is the newly appointed Managing Director and Wealth Manager at First Republic Bank, specializing in wealth management for high net worth clients.
What experience does David Munoz have in wealth management?
David Munoz has over 24 years of experience in wealth management, having previously worked at Merrill Lynch, Morgan Stanley, and UBS Financial Services.
When was David Munoz appointed to First Republic Bank?
David Munoz was appointed as Managing Director and Wealth Manager at First Republic Bank on the date of the press release.
What is the significance of David Munoz's appointment for First Republic Bank?
His appointment is expected to enhance First Republic's wealth management services, particularly in the New York market.
What does First Republic Bank specialize in?
First Republic Bank specializes in private banking, private business banking, and private wealth management, offering a range of financial services.
