First Republic
First Republic Ordered to Pay Broker $1 Million for ‘Unwarranted’ Termination
Arbitrators also order bank to forgive New York broker’s promissory note and change wording on regulatory filings to show that it unjustly fired him.
First Republic Hires Another Merrill Broker in California
Broker had produced around $1.5 million at a Merrill branch in Napa, according to a source familiar with the move.
First Republic Nabs $6-Mln UBS Producer in Los Angeles
Broker, who sources said managed around $2 billion, is the latest in wave of departures from the Swiss bank’s U.S. broker-dealer.
Million-Dollar Millennial Leaves Merrill, Another Young’Un Returns
As a team producing $7 million leaves for independence, the Thundering Herd licks wounds by welcoming back an analyst who had bolted in April with a monster PBIG team.
First Republic Lands Another Big Fish from Merrill in Boston
Beantown broker had spent all of his 26-year career with Merrill and had over $4 million in production.
First Republic Captures Jefferies Duo with $3.5 Mln of Production
First Republic’s burgeoning private wealth management operation on Friday recruited a multi-million-dollar pair of advisers from investment bank Jefferies’ small wealth unit.
$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.