SAN FRANCISCO–(BUSINESS WIRE)–Nov. 14, 2022–
Bank of the First Republic (NYSE: FRC), a leading private bank and wealth management firm, today announced that an eight-person team led by Jeremy Mcchesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan and Jessica Huang has joined First Republic Investment Management.
McChesney, Rosenfeld, Morehouse and Duncan and have each been appointed managing director and wealth manager. Huang was named vice president and wealth manager. Based in Palo Alto, the team will provide portfolio management, retirement planning, investment counseling and other wealth management services to individuals, families, nonprofits and foundations private families.
“Jeremy Mcchesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, Jessica Huang and their team share First Republic’s commitment to exceptional client service,” said Bob Thornton, president of First Republic Private Wealth Management. “They are a very important addition to First Republic and will help us meet the growing needs of our Peninsula and Silicon Valley customers.”
McChesney has over 13 years of wealth management experience providing tailored solutions to entrepreneurs and technology leaders in Silicon Valley, with a focus on cash flow modeling and retirement planning. Prior to joining First Republic, he was a private wealth advisor and Managing Director – Investments at Wells Fargo Advisors. McChesney received a Bachelor of Arts in Communication from the University of California, Davis. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Rosenfeld has over 20 years of wealth management experience providing customized solutions for business leaders, entrepreneurs and investors transitioning their businesses through mergers and acquisitions. Prior to joining First Republic, Rosenfeld was Managing Director and Private Wealth Advisor at Wells Fargo Private Bank. Previously, she was Head of the Integrated Strategies Group at Deutsche Bank National Trust Company. Rosenfeld has been active in her local community for many years and is currently Chair of the Board of Working Solutions CDFI, a San Francisco-based community development financial institution that provides entrepreneurs with affordable small business loans. Rosenfeld is also Vice Chairman of the Board of Trustees of the Contemporary Jewish Museum of San Francisco. She earned a Bachelor of Arts degree, graduating magma cum laude with honors in biology, from the University of Pennsylvania and a Juris Doctor degree from Columbia University School of Law.
Morehouse has nearly 10 years of wealth management experience providing tailored solutions for executives and entrepreneurs. Prior to joining First Republic, he was a Senior Financial Advisor and Senior Vice President – Investments at Wells Fargo Advisors. Morehouse received a Bachelor of Arts from California State University, Chico. He also completed the Personal Financial Planning program at the University of California, Los Angeles.
Duncan has over 20 years of wealth management experience providing customized solutions to business owners, private equity executives, technology entrepreneurs and executives, and professional athletes. He specializes in the construction, implementation and management of portfolios. Prior to joining First Republic, Duncan was a Senior Wealth Management Portfolio Manager at Wells Fargo Private Bank. Previously, he was a portfolio manager at Enterprise Trust and Investment Company. Active in his local community for many years, Duncan is currently a member of the Bellarmine College Preparatory Investment Committee. He earned an MBA from Lucas College of Business at San Jose State University. Duncan holds the Chartered Financial Analyst® designation.
Huang has over 11 years of wealth management experience providing customized solutions for high net worth individuals, entrepreneurs and executives in Silicon Valley. Prior to joining First Republic, she was vice president and chief investment officer at Wells Fargo Advisors. Huang received a Bachelor of Arts in Economics from the University of Texas at Austin. She is a CERTIFIED FINANCIAL PLANNER™ professional.
To learn more about First Republic Private Wealth Management, Click here. To view our growing team of wealth management professionals, Click here.
About the Bank of the First Republic
Founded in 1985, First Republic and its subsidiaries provide private banking, corporate private banking and private wealth management services. First Republic specializes in providing exceptional relationship-focused services and offers a full range of products including residential, business and personal loans, custodial services and private wealth management, including investment services, brokerage, insurance, trust and foreign exchange. Services are offered through select 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 included in the S&P 500 Index and the KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
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KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA
SECTOR KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE
SOURCE: Bank of the First Republic
Copyright BusinessWire 2022.
PUBLISHED: 14/11/2022 09:00/DISC: 14/11/2022 09:02