First Republic Bank is a San Francisco-based bank and wealth management company offering personal banking, business banking, trust and wealth management services.
First Republic
Ex-Merrill Superstar Phil Scott Swings and Misses with Expungement Requests
The 36-year industry veteran was unsuccessful in his bid to clear his record of three financial crisis-era disputes that had settled for about $3 million combined.
First Republic Hires $1.6-Mln Merrill Up-And-Comer in San Francisco
Ashley C. Evans, a top-ranked next-generation broker, had managed $350 million in assets, according to a source familiar with her practice.
Merrill Seattle Market Exec Returns to Production at First Republic
Matthew MacMichael, who had led the 300-advisor Evergreen Market since 2018, is taking on a producing role with former Merrill superstar Phil Scott’s team.
First Republic Lands J.P. Morgan Boston Team with $3.3-Mln Production
Duo who moved along with a support staffer had been overseeing around $550 million in customer assets, according to a person familiar with their practice.
Sanctuary, First Republic Add Merrill Brokers in Texas and California
San Antonio team generating $2.1 million moved to independent firm Sanctuary while First Republic added a Los Angeles broker with $1.2 million.
First Republic Hires $4.6-Mln Morgan Stanley Team in NYC
Eight-person team had been overseeing around $500 million in client assets, according to a person familiar with their move.
First Republic Recruits Young Morgan Stanley Duo in L.A.
Dominique Jordan, 30, and Isaac Richard III, 28, who were profiled in August for being one of Morgan Stanley’s youngest-ever Black teams, mark the third group to join First Republic this year.
First Republic Snatches Mega Citi Team with $14 Million Production
The 10-person group had been overseeing $2.9 billion in assets and is based out of New York City and Boca Raton, Florida.
First Republic Hires $2-Mln B. Riley Broker in NY, Steward Hires Wells VA Duo
First Republic’s hire is its first this year after scooping up eight teams in 2020 but marks an unusual recruit outside its typical Wall Street focus.
First Republic Ups Incentives for Recruiters in Bid for Big Advisors
California-based private bank is giving select recruiters up to 12% of a prospect’s trailing 12-month production—double the industry standard—in an offer that expires in April.
UBS Lands $4.5 Million First Republic Team in Walnut Creek
Duo who had joined First Republic in 2013 after running their own RIA had been overseeing $900 million in assets, according to a person familiar with their book.
