Wealth Managers Nichole Heidrick, Linda Mauzy and Leigh Flor Join First Republic
February 18 2020 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced the addition of a
three-member team of wealth managers to First Republic Investment
Management in the Seattle area.
Nichole Heidrick, Linda Mauzy and Leigh Flor were each named
Managing Director and Wealth Manager with First Republic Investment
Management. Based in Bellevue, Washington, the team will provide
investment management, retirement planning, investment consulting
and other wealth management services to individuals, families,
nonprofits and private family foundations.
“Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific
additions to our expanding team of wealth management
professionals,” said Bob Thornton, President of First Republic
Private Wealth Management. “They share First Republic’s commitment
to exceptional service and appreciate our unique banking and wealth
management model to serve the comprehensive needs of clients.”
Heidrick has more than 16 years of wealth management experience.
Previously, she was a Managing Director at Wells Fargo Private
Bank. Heidrick works with individuals, families and entrepreneurs
to provide comprehensive financial planning solutions. Before that,
she was a Private Wealth Advisor at Goldman Sachs & Co. Earlier
in her career, Heidrick was a Director, Outreach Programs, at the
National Alliance of Breast Cancer Organizations and was a Director
of Fundraising and Finance at Publicolor, a nonprofit organization.
Heidrick serves on the board of directors of Rwanda Girls
Initiative, an organization that founded and runs a STEM-focused
boarding school for Rwandan girls. She earned a bachelor’s degree
in History from the University of Virginia, and an MBA in Finance
and Accounting from New York University Stern School of
Business.
Mauzy has more than 32 years of wealth management experience.
Previously, she was a Senior Vice President at Wells Fargo Private
Bank. Mauzy works with individuals and families to develop
customized wealth management solutions. Before that, she was a
Senior Vice President and Senior Portfolio Manager at Key Private
Bank. Earlier in her career, she served as Portfolio Manager for a
private family trust and Parametric Portfolio Associates. Mauzy
serves as Trustee of the Pacific Northwest Research Institute, a
nonprofit organization dedicated to genetic research, and was past
President of the CFA Society Seattle. Mauzy earned a bachelor’s
degree in Chemistry from Humboldt State University and a master’s
degrees in Economics from the University of California, Santa
Barbara. She holds the Chartered Financial Analyst®
designation.
Flor has more than 15 years of wealth management experience.
Previously, she was a Senior Vice President at Wells Fargo Private
Bank. Flor provides comprehensive wealth management for high net
worth individuals and families. She serves on the board of
directors for Village Theatre, a performing arts institution
dedicated to promoting positive values through art. Flor earned her
bachelor’s degree from the University of Oregon.
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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Investor Relations agreenebaum@addoir.com lglassen@addoir.com (310)
829-5400 Media: Greg Berardi Blue Marlin Partners
greg@bluemarlinpartners.com (415) 239-7826
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