First Republic Adds Three Wealth Management Professionals in Jackson, Wyoming
February 11 2019 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that three wealth
management professionals have joined First Republic Private Wealth
Management in Jackson, Wyoming.
Jim Gersack was named Managing Director and Wealth Manager, and
Rick Will 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.
Patrick Trucco was named Managed Director and Wealth Advisor and
will work with clients to develop comprehensive wealth strategies.
All three will work at First Republic’s Jackson office at 545 West
Broadway, which provides full-service private banking, private
business banking, and real estate lending in additional to wealth
management.
“Jim Gersack, Rick Will and Patrick Trucco are highly
accomplished wealth professionals from Jackson who understand the
needs of our clients,” said Bob Thornton, President of First
Republic Private Wealth Management. “Like the rest of our team,
they share First Republic’s values and commitment to exceptional
client service.”
Gersack, who has 21 years of wealth management experience, was
previously President of First Western Trust in Jackson. Earlier in
his career, he worked for Bank of America and First Interstate
Wealth Management. He began his career in 1997 at Sanford C.
Bernstein & Co. in San Francisco. Gersack is a trustee of the
National Museum of Wildlife Art, Teton County Library Foundation
and Our Lady of the Mountains Catholic Church. He also coaches
Jackson Youth Hockey. Gersack earned a bachelor’s degree in Finance
with a minor in Economics from Montana State University. He also
holds the Certified Financial Planner® (CFP®) designation.
Will, who has 10 years of wealth management experience,
previously worked as a Senior Portfolio Manager at First Western
Trust in Jackson. He began his wealth management career at RMB
Capital in 2008. Will serves as a board member of Jackson Hole
Trout Unlimited and is the assistant coach of the boys’ varsity
lacrosse team at Jackson High School. He earned his bachelor’s
degree in Finance from the University of Denver. He also holds the
Certified Financial Planner® (CFP®) designation.
Trucco, who has more than 35 years of financial services
experience, previously was a Vice President at RMB Capital in
Jackson Hole. Earlier in his career, he worked at Goldman Sachs,
Sanwa Bank, and MF Global. Trucco serves on the boards of St.
John’s Hospital Foundation, the Animal Adoption Center, and Teton
Literacy Center. He earned a bachelor’s degree in Psychology from
the University of Wyoming.
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.
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