Wealth Manager Vishal Bakshi Joins First Republic in New York
June 13 2022 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Vishal Bakshi has
joined First Republic Investment Management in New York.
Bakshi was named Managing Director and Wealth Manager. He will
provide portfolio management, retirement planning, investment
consulting and other wealth management services to individuals,
families, nonprofits and private family foundations.
“Vishal Bakshi is a highly regarded wealth manager who will
strengthen our expanding team in metropolitan New York,” said Bob
Thornton, President of First Republic Private Wealth Management.
“Vishal shares First Republic’s commitment to exceptional and
differentiated client service.”
Bakshi has more than 21 years of wealth management experience
providing customized wealth management solutions for entrepreneurs,
business owners, Fortune 500 company CEOs and board members, and
professional sports team owners. Before joining First Republic, he
was a Managing Director at Merrill Lynch Private Wealth Management.
Prior to that, he was a Managing Director at Credit Suisse Private
Wealth Group. Bakshi is active in his local community and supports
Cerebral Palsy of Westchester, Aspire of Western New York and
participates in Cycle for Survival. He received a Bachelor of
Science degree in Mechanical Engineering from Kettering University
and an MBA from Harvard Business School.
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; Jackson, Wyoming; and
Bellevue, Washington. 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/20220613005166/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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