First Republic
First Republic Founder Says Advisors Are Proving Their Worth
The advisory teams First Republic has been attracting from traditional brokers helped drive a 20% increase in third-quarter assets.
First Republic Hires $2.5 Million Merrill Producer in California
San Francisco-based bank recruits another broker from the firm that once owned it.
Phil Scott, $18-Million Merrill Superstar, Joins First Republic
High-profile Washington State broker Phil Scott moved his 11-person team on Tuesday to First Republic.
First Republic Lands $12-Million J.P. Morgan Securities Team in NYC
Group of seven advisors and eight associates had overseen $1.7 billion in client assets and mark the fifth team to join First Republic this year.
Ultra-High-Net-Worth Strategists Bolt Merrill, JP Morgan for First Republic and Wells
Stacy Allred, who guided Merrill’s richest clients on how to think about wealth, left after almost 20 years for First Republic while her former colleague Michael Liersch joined Wells Fargo after stint with J.P. Morgan.
First Republic Lures $7-Million Morgan Stanley Private Wealth Team in NYC
Four advisors who were overseeing $1.3 billion left the wirehouse on Friday, ahead of the long holiday weekend.
First Republic Nabs UBS Recruiting Head
Albert Leshinsky, who ran recruiting at UBS for the past two years, will oversee First Republic’s recruiting efforts on the East Coast, according to sources familiar with the move.
$5-Mln Broker Sidelined by First Republic Goes Independent
Paul Feinstein, who First Republic recruited from UBS three years ago, has set up an RIA practice in Malibu under the Private Advisor Group umbrella.
First Republic Hires $4.3-Million Wells Team to Open Office Near Seattle
Three advisors had been managing $1.5 billion in client assets at Wells Fargo’s private bank for wealthy families and private foundations.
First Republic Puts Big California Producer on Leave
Paul Feinstein, a $5 million-dollar producer who joined First Republic three years ago from UBS, was known for leveraged options strategies for some wealthy clients.
First Republic Hooks $2.5Bln-Asset J.P. Morgan Team in Florida
Six-broker team is led by Sal Tiano, who has worked for almost three decades at J.P. Morgan and its Bear Stearns predecessor.
