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.
First Republic’s 2019 Wealth Tally: Ten New Teams
The San Francisco-based bank ended 2019 with about 195 financial advisors, including a healthy round of recruits from wirehouses.
First Republic Hires $5-Million UBS Team in Los Angeles
Two wirehouse brokers who were managing $325 million in client assets are the second team in two months to have left UBS in southern California for the San Francisco-based bank.
J.P. Morgan Securities Taps New Regional Manager in New York
Company veteran James Lansing replaces Mike Lee, the former New York regional director who left for West Coast rival First Republic in March.
