Six-Member Wealth Management Team Joins First Republic

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.

Metadata
Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Monday, March 6, 2023
Information
Tags: 
Banking, Professional Services, Middlebury College, Jefferies Group, Alternative investment, NYSE, Insurance, College, Wealth, City of London Finance Committee, Science, Republic Bank, Morgan Stanley, Ares Management, Child, Chartered Alternative Investment Analyst, United Friends and Families Campaign, Jefferies, University of California, Irvine academics, Trust, University, FRC, Banq, University of the Philippines College of Arts and Sciences, Committee on Finance, J.P. Morgan & Co., First Republic Bank, Syracuse University, Banc of America Securities (1998–2008), Command Consulting Group, UBS, Cryptocurrency, Management, Financial services, First Republic, Economics, Mathematics
Geotags: 
CALIFORNIA, UNITED STATES, NORTH AMERICA, BOSTON, NEWPORT BEACH, LOS ANGELES, FLORIDA, NEW YORK, CONNECTICUT, SAN FRANCISCO, WASHINGTON, OREGON, MASSACHUSETTS, WYOMING, CENTURY CITY
Organisation: 
FIRST REPUBLIC BANK
Stock Symbol: 
NYSE:FRC
Summary
Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.
  • “Alexander Kadish, Nicholas Davey, J.P. Garofalo and their team are a terrific addition to our growing wealth management capabilities in Los Angeles,” said Bob Thornton, President of First Republic Private Wealth Management.
  • Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management.
  • Before joining First Republic, Davey was a Senior Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management.


First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.

Kadish and Davey were each named Managing Director and Wealth Manager. Garofalo was named Vice President and Wealth Manager. Based in Century City, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

“Alexander Kadish, Nicholas Davey, J.P. Garofalo and their team are a terrific addition to our growing wealth management capabilities in Los Angeles,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service.”

Kadish has more than 20 years of wealth management experience providing customized solutions for individuals and families in the public and private sectors. Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Prior to that, he was an Executive Director at J.P. Morgan Securities. Earlier in his career, Kadish was a Senior Vice President at Jefferies & Company and held positions at Citigroup Smith Barney and Banc of America. Active in his local community, Kadish is a member of the Finance Committee for United Friends of the Children and is a member of the Dean’s Advisory Board of the College of Arts and Sciences for Syracuse University. He received a Bachelor of Arts degree in Economics from Syracuse University.

Davey has more than 15 years of wealth management experience providing customized solutions for individuals and families. Before joining First Republic, Davey was a Senior Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Prior to that, he was an Investment Associate at J.P. Morgan Securities. Earlier in his career, he was a Client Service Associate at UBS Financial Services. Davey has been active in his local community for many years and serves as a volunteer for the Toluca Baseball League and the Wesley School in Los Angeles. Davey received a Bachelor of Science degree in Mathematics and a Bachelor of Arts degree in Economics from the University of California, Irvine.

Garofalo has 10 years of wealth management experience providing customized solutions for high net worth individuals and families, with a focus on alternative investments. Before joining First Republic, Garofalo was a Wealth Advisor and Alternative Investments Director at Morgan Stanley Private Wealth Management. Earlier in his career, he worked at Ares Management and was a Consulting Group Associate at Morgan Stanley. Garofalo received a Bachelor of Arts degree in English and American Literature from Middlebury College. He holds the Chartered Alternative Investment Analyst 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; 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

Copyright: 
Copyright Business Wire 2023