First Republic
$22-Million Merrill Lynch Team in Boston Splits for First Republic
Days after Merrill boasted of record-low attrition, 34-year veteran James Atwood led his 15-person Private Banking and Investment Group team to the bank that Merrill once owned.
Citi, Wells Lose Vets as Banks Sharpen Recruiting Knives
Longtime Citi brokerage manager Drue Anderson in New York goes west to join J.P. Morgan while First Republic lands Wells Fargo advisory team in Boston.
First Republic Sings a Song of Seasoned Brokers
A “very good year” for recruiting helped San Francisco bank boost wealth assets 28% and increase referrals for bank products.
First Republic Lands Another “Mega”-Merrill PBIG Team
Jeff Schottenstein in San Francisco and Stuart Wechsler in Greenwich join the aggressive West Coast private wealth bank, boasting $11 million of sales in the last year.