Wealth Manager David Loeb Joins First Republic in Florida
August 08 2022 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that David Loeb has
joined First Republic Investment Management.
Loeb 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.
“David Loeb is a successful wealth manager who will be a strong
addition to our expanding team in Florida,” said Bob Thornton,
President of First Republic Private Wealth Management. “David
shares First Republic’s commitment to exceptional and
differentiated client service.”
Loeb has more than 28 years of wealth management experience
providing customized wealth management solutions for entrepreneurs,
CEO’s, partners in private equity and hedge fund firms, and ultra
high net worth families. Before joining First Republic, he was a
Wealth Advisor and Executive Director at J.P. Morgan Wealth
Management. Prior to that, Loeb was a First Vice President in
Investment and Institutional Accounts at Morgan Stanley. He is
active in his local community and has served on the Board of Jewish
Board of Family and Children’s Services and served as a mentor at
The Rita J. and Stanley H. Kaplan House in New York City. Loeb has
also spent many years as a baseball and soccer coach. He received a
Bachelor of Science degree in Political Science, with a minor in
Economics, from New York 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. 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/20220808005086/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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