Four Wealth Managers Join First Republic in New York Area
August 12 2019 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Kieran Lynch, Jack
Inserra, Craig Kaufman and Joel Kaufman have joined First Republic
Investment Management.
Lynch, Inserra and Craig Kaufman were each named Managing
Director and Wealth Manager, and Joel Kaufman was named Vice
President and Wealth Manager. They will provide investment
management, retirement planning, investment consulting and other
wealth management services to individuals, families, nonprofits and
private family foundations. The team will be based in Paramus, New
Jersey.
“Kieran Lynch, Jack Inserra, Craig Kaufman and Joel Kaufman are
a highly experienced team who further expand our wealth management
capabilities in the New York metropolitan area,” said Bob Thornton,
President of First Republic Private Wealth Management. “Kieran,
Jack, Craig and Joel all share First Republic’s commitment to
delivering exceptional client service.”
Lynch has 27 years of wealth management experience. Prior to
First Republic, he was a Senior Vice President at UBS Financial
Services. Before that, he worked at Smith Barney for 13 years.
Lynch has served as a financial advisor to high net worth families
and worked with clients to develop comprehensive wealth planning
strategies. He is active in the community and works with his local
church parish and the Bergen Irish Association. Lynch earned a
Bachelor of Science degree in Finance and Marketing from Manhattan
College. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Inserra has more than 25 years of wealth management experience.
Prior to joining First Republic, he was a First Vice President at
UBS Financial Services. During his career, Inserra has focused on
providing comprehensive financial planning to high net worth
families and individuals. He is active in the community and has
served as a Saddle River volunteer firefighter since 2006 and was
President of the Saddle River Firefighters Association for seven
years. Inserra earned a Bachelor of Arts degree in Communications
from Penn State University.
Craig Kaufman has 15 years of wealth management experience.
Prior to joining First Republic, he was a Senior Vice President at
UBS Financial Services. Kaufman works with clients to develop
wealth planning strategies and programs, with an emphasis on
capital preservation. He is active in the community and has been on
the board of Temple Emanuel of the Pascack Valley since 2016. He
earned a Bachelor of Music degree from the University of Miami.
Joel Kaufman has more than 40 years of wealth management
experience. Prior to joining First Republic, he was a Senior Wealth
Strategy Associate at UBS Financial Services. He focuses on
research-based equity strategies for high net worth and ultra high
net worth individuals. Kaufman earned a Bachelor’s degree in
Education from State University of New York, Oneonta and a Master’s
degree in Education from Fordham University.
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.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20190812005053/en/
Investors: Andrew Greenebaum / Lasse Glassen Addo
Investor Relations agreenebaum@addoir.com lglassen@addoir.com (310)
829-5400
Media: Greg Berardi Blue Marlin Partners
greg@bluemarlinpartners.com (415) 239-7826
First Republic Bank (NYSE:FRC)
Historical Stock Chart
From Mar 2024 to Apr 2024
First Republic Bank (NYSE:FRC)
Historical Stock Chart
From Apr 2023 to Apr 2024