Wealth Manager Kathleen Kalp Joins First Republic in Santa Barbara
April 01 2022 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Kathleen Kalp has
joined First Republic Investment Management in Santa Barbara.
Kalp was named Senior Vice President and Wealth Manager. She
will provide portfolio management, retirement planning, investment
consulting and other wealth management services to individuals,
families, nonprofits and private family foundations.
“Kathleen Kalp is a successful wealth manager and shares First
Republic’s commitment to exceptional and differentiated client
service,” said Bob Thornton, President of First Republic Private
Wealth Management. “Kathleen strengthens our growing wealth
management team serving clients in the Santa Barbara area.”
Kalp has more than 28 years of wealth management experience
providing customized wealth management solutions for individuals,
trust, pension, foundation and nonprofit clients. Before joining
First Republic, she was a Senior Vice President at Montecito Bank
& Trust. Earlier in her career, Kalp worked for equity
research, mutual fund and private client trust firms in Los
Angeles, Phoenix and Santa Barbara. She is active in her local
community and served two trustee terms at the Santa Barbara Museum
of Natural History. Kalp is also a former Board President of the
Wildling Museum of Art & Nature, and a former Board and
committee member at Marymount School and Loyola Marymount MBA
Alumni Association. She received a Bachelor of Arts degree from the
University of California, Santa Barbara, and an MBA from Loyola
Marymount University. Kalp holds the Chartered Financial Analyst
(CFA®) 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. First Republic specializes in delivering exceptional,
relationship-based service and provides a complete line of
products, including residential, commercial and personal loans,
deposit services, and private wealth management, including
investment, brokerage, insurance, trust and foreign exchange
services. 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.
FRC-G
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version on businesswire.com: https://www.businesswire.com/news/home/20220401005078/en/
Investors: Andrew Greenebaum / Lasse Glassen Addo
Investor Relations agreenebaum@addo.com lglassen@addo.com (310)
829-5400
Media: Greg Berardi Blue Marlin Partners
gberardi@firstrepublic.com (415) 239-7826
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