First Republic Adds Four Wealth Managers in New York
February 18 2019 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that four wealth
managers have joined First Republic Private Wealth Management in
New York City.
George Fuchs and David Schulman were named Managing Director and
Wealth Manager, and Gregory Carafello and Chad Cohen were named
Vice President and Wealth Manager. They will provide investment
management, retirement planning, investment consulting and other
wealth management services to individuals, families, businesses,
nonprofits, pensions and foundations. They will work in First
Republic’s office at 1230 Avenue of the Americas.
“George Fuchs, David Schulman, Gregory Carafello, and Chad Cohen
are a highly respected team of wealth managers who share First
Republic’s commitment to exceptional client service,” said Bob
Thornton, President of First Republic Private Wealth Management.
“They are a terrific addition to our expanding wealth management
capabilities serving the New York metropolitan area.”
Fuchs has 21 years of wealth management experience. Prior to
First Republic, he was a Managing Director with Wells Fargo.
Earlier in his career, he worked for Citi-Smith Barney and Morgan
Stanley Dean Witter. Fuchs is active as a community service
volunteer and teaches beginning finance to small business owners at
the City University of New York’s Graduate Center. He earned a
Bachelor of Science degree in Atmospheric Science from State
University of New York at Albany. He holds the professional
designations of Accredited Investment Fiduciary®, Chartered
Retirement Plans Specialist®, Chartered Life Underwriter® and
Certified Financial Planner® (CFP®).
Schulman has 22 years of wealth management experience. Prior to
First Republic, he was a Managing Director with Wells Fargo.
Earlier in his career, he worked for Morgan Stanley Dean Witter.
Schulman is active in the local community and helps coach and train
youth athletes in baseball, basketball and fitness. He earned a
Bachelor of Science degree in Business Administration from State
University of New York at Albany. He holds the Certified Financial
Planner® (CFP®) designation.
Carafello has seven years of wealth management experience. Prior
to First Republic, he was an Associate Vice President with Wells
Fargo and was a senior market strategist at Gain Capital Group.
Carafello is active in the local community and served as a board
member and treasurer of the Rutgers Club of New York City for five
years. He earned a Bachelor of Arts degree in Management, Labor
Studies and Employment Relations from Rutgers College at the State
University of New Jersey.
Cohen has five years of wealth management experience. Prior to
First Republic, he was an Associate Vice President with Wells Fargo
and was a financial advisor at Credit Suisse. He is active in the
local community and was a past board member and treasurer of the
Israel Cancer Research Fund’s Visions Board. He earned a Bachelor
of Science degree in Business Administration from the University of
Rhode Island and an MBA from Cornell University’s Johnson Graduate
School of Management. He holds the Certified Financial Planner®
(CFP®) designation.
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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