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Wealth Managers Crista Tucker and Greg Shevlin Join First Republic in Scarsdale, New York
Rhea-AI Impact
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Rhea-AI Summary
First Republic Bank (NYSE:FRC) has welcomed Crista Tucker and Greg Shevlin as Managing Directors and Wealth Managers at First Republic Investment Management in Scarsdale, New York. Their roles will focus on portfolio management, retirement planning, and investment consulting for various clients. Both bring extensive wealth management experience, with Tucker having over 25 years and Shevlin over 31 years in the field. Their appointments aim to enhance First Republic's commitment to superior client service as the bank continues to expand its wealth management team.
Positive
Appointment of experienced professionals, Crista Tucker and Greg Shevlin, strengthens First Republic's wealth management team.
Tucker has over 25 years of wealth management experience, enhancing client service capabilities.
Shevlin offers over 31 years in the industry, broadening expertise in wealth management.
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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 Crista Tucker and Greg Shevlin have joined First Republic Investment Management in Scarsdale, New York.
Tucker and Shevlin were each named Managing Director and Wealth Manager. They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Crista Tucker and Greg Shevlin are highly regarded wealth managers and are a strong addition to our expanding team in metropolitan New York,” said Bob Thornton, President of First Republic Private Wealth Management. “Crista and Greg share First Republic’s commitment to exceptional and differentiated client service.”
Tucker has more than 25 years of wealth management experience, offering customized wealth management solutions for multigenerational high net worth families, foundations and nonprofit organizations. Before joining First Republic, she was a Senior Vice President and Wealth Advisor at Wells Fargo Private Bank. Earlier in her career, Tucker was a Relationship Manager at Wachovia Wealth Management in New York and an analyst for Callan Associates. She is active in her local community and is a board member for ArtsWestchester, a local program that supports arts through education, funding and professional development. Tucker received a Bachelor of Arts degree in Psychology from the University of Richmond. She also received a Master of Arts degree in Organizational Psychology from Teachers College, Columbia University.
Shevlin has more than 31 years of wealth management experience, offering customized wealth management solutions for high net worth and ultra high net worth families, foundations and endowments. Before joining First Republic, he was Senior Vice President and Investment Strategist at Wells Fargo Private Bank. Prior to that, Shevlin worked in Asset Management and Private Banking at J.P. Morgan. He is active in his local community and is a youth soccer coach. Shevlin received a Bachelor of Business Administration degree and a Master of Business Administration degree, both from Hofstra 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, 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.
