![]() Investment Advisory services are provided by First Republic Investment Management, Inc. Past performance is not a guarantee of future results.įirst Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA / SIPC, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, which are affiliated companies under the common control of JPMorgan Chase & Co. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. View source version on : ĭeposit products and related services are offered by JPMorgan Chase Bank, N.A. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. 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 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. To see our growing team of wealth management professionals, click here.įounded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management. To learn more about First Republic Private Wealth Management, click here. He holds the Chartered Alternative Investment Analyst designation. Garofalo received a Bachelor of Arts degree in English and American Literature from Middlebury College. Earlier in his career, he worked at Ares Management and was a Consulting Group Associate at Morgan Stanley. Before joining First Republic, Garofalo was a Wealth Advisor and Alternative Investments Director at Morgan Stanley Private Wealth Management. Garofalo has 10 years of wealth management experience providing customized solutions for high net worth individuals and families, with a focus on alternative investments. Davey received a Bachelor of Science degree in Mathematics and a Bachelor of Arts degree in Economics from the University of California, Irvine. 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. Earlier in his career, he was a Client Service Associate at UBS Financial Services. ![]() Prior to that, he was an Investment Associate at J.P. Before joining First Republic, Davey was a Senior Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management. He received a Bachelor of Arts degree in Economics from Syracuse University.ĭavey has more than 15 years of wealth management experience providing customized solutions for individuals and families. 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. Earlier in his career, Kadish was a Senior Vice President at Jefferies & Company and held positions at Citigroup Smith Barney and Banc of America. Prior to that, he was an Executive Director at J.P. Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Kadish has more than 20 years of wealth management experience providing customized solutions for individuals and families in the public and private sectors. “They share First Republic’s commitment to exceptional client service.” 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. 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. Garofalo was named Vice President and Wealth Manager. ![]() Kadish and Davey were each named Managing Director and Wealth Manager. ![]() Garofalo has joined First Republic Investment Management. 6, 2023-įirst 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. ![]()
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