Two Wealth Managers Join First Republic in Boston
March 05 2018 - 9:00AM
Business Wire
First Republic Bank (NYSE: FRC), a leading private bank and
wealth management company, today announced that Bill Grinnell and
Darin Souza have joined First Republic Investment Management.
Grinnell and Souza were each named Managing Director and will
work in First Republic’s office at 160 Federal Street in Boston.
Both will provide investment management, retirement planning and
other wealth management services to individuals, families,
businesses, nonprofits and foundations.
“Bill Grinnell and Darin Souza share First Republic’s commitment
to exceptional client service and are a terrific addition to our
expanding wealth management team in Boston,” said Bob Thornton,
President of First Republic Private Wealth Management. “Bill and
Darin have a long track record of helping clients achieve their
financial goals today and across generations.”
Grinnell has 33 years of creating fixed-income strategies for
multi-generational families, executives and non profits. He has
worked as a fixed income portfolio manager at Goldman Sachs Asset
Management in New York City, and in the Private Wealth Management
Divisions at JP Morgan, Lehman Brothers, Credit Suisse in San
Francisco and Boston, and most recently, Wells Fargo Advisors.
Grinnell serves the Board at the Pingree School in South Hamilton,
Massachusetts. He earned a Bachelor of Arts degree in
Communications from St. Louis University.
Souza has 12 years of experience working with ultra-high net
worth families, entrepreneurs and non-profit organizations. Before
joining First Republic, Souza worked for Lehman, Credit Suisse and
most recently, Wells Fargo Advisors. He serves as a volunteer for
the Cannonball Foundation and the Station Foundation, and is
President of the Cohasset Youth Baseball and Softball Association.
Souza graduated from the United States Military Academy at West
Point, where he was a member of the Army Baseball team and a
recipient of the Superintendent’s award. A graduate of Ranger
School, he served in the 82nd Airborne Division, among other Army
units. Souza earned an MBA at Dartmouth College’s Tuck School of
Business.
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, with a solid commitment to
responsiveness and action. 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 later in
2018, Jackson, Wyoming. First Republic offers a complete line of
banking products for individuals and businesses, including deposit
services, as well as residential, commercial and personal loans.
For more information, visit firstrepublic.com.
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Investors:Addo CommunicationsAndrew Greenebaum / Lasse
Glassen310-829-5400agreenebaum@addoir.comlglassen@addoir.comorMedia:Blue
Marlin PartnersGreg Berardi,
415-239-7826greg@bluemarlinpartners.com
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