Wealth Management Team Joins First Republic
January 11 2019 - 8:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a team of senior
wealth managers has joined First Republic in San Diego.
Peter Morimoto, Jon Jewitt, and Roy Elliott Jr. were all named
Managing Director and Wealth Manager, and Marena Tufenkjian was
named Vice President and Wealth Manager. They will provide
investment management, retirement planning and other wealth
management services to individuals, families, businesses,
nonprofits and foundations at First Republic’s High Bluff office at
12626 High Bluff Drive in San Diego.
“First Republic is very pleased to welcome this accomplished
team of wealth managers,” said Bob Thornton, President of First
Republic Private Wealth Management. “Peter, Jon, Roy and Marena are
highly experienced wealth advisors who share First Republic’s
commitment to exceptional client service.”
Morimoto has 21 years of wealth management experience. Prior to
First Republic, he was a Senior Vice President at Wells Fargo
Advisors, which he joined in 1997 from Smith Barney. He began his
career in financial services at Smith Barney. Morimoto earned a
Bachelor’s degree in Economics from University of California, San
Diego. He is a member of The Tariq Khamisa Foundation.
Jewitt has 20 years of wealth management experience. Prior to
First Republic, he was a Managing Director, Senior Investment
Strategist at Wells Fargo, which he joined in 2000. He began his
career with AG Edwards in 1998. Jewitt has a Bachelor’s degree in
Management Science from University of California, San Diego. He
also holds the Chartered Financial Analyst® designation and is a
recipient of the prestigious Joel Dean Award from UC San Diego.
Jewitt is active in the Rancho Santa Fe Community and at San Diego
State University.
Elliot has 17 years of wealth management experience. Prior to
First Republic, he was a Vice President at Wells Fargo Advisors,
which he joined in 2004 from Morgan Stanley. Elliott earned a
Bachelor’s degree in Economics from California State University,
San Marcos. He is a board member of The Seany Foundation, a San
Diego non-profit organization that supports children with
cancer.
Tufenkjian has 13 years of wealth management experience. Prior
to First Republic, she was an Assistant Vice President at Wells
Fargo Advisors. She earned a Bachelor’s degree in Economics from
San Diego State University and is a Certified Financial Planner™.
She is active in Armenian nonprofits and other local
organizations.
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 Hole, Wyoming. First Republic is a constituent of the
S&P 500 Index and KBW Bank Index. For more information, visit
firstrepublic.com.
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