Wealth Management Team Led by Radhika Mehta and Nick Fanneron Joins First Republic
22 Août 2022 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Radhika Mehta and
Nick Fanneron have joined First Republic Investment Management in
New York.
Mehta was named Managing Director and Wealth Manager and
Fanneron was named Vice President and Wealth Manager. The team will
provide portfolio management, retirement planning, investment
consulting and other wealth management services to individuals,
families, nonprofits and private family foundations.
“Radhika Mehta and Nick Fanneron are talented wealth managers
who will be strong additions to our expanding team serving
metropolitan New York,” said Bob Thornton, President of First
Republic Private Wealth Management. “Radhika and Nick share First
Republic’s commitment to exceptional and differentiated client
service.”
Mehta has more than 22 years of wealth management experience
providing customized wealth management solutions for individuals
and families. Before joining First Republic, she was a Senior Vice
President and Wealth Management Advisor at Merrill Lynch Wealth
Management. Active in her local community, Mehta is a New York
Institute of Technology Alumni Board member and also volunteers to
help the preservation of art at the Salmagundi Club. Mehta received
a Bachelor of Arts degree in English from the University of Delhi
and an MBA in Finance from the New York Institute of Technology.
She is a CERTIFIED FINANCIAL PLANNER™ and Certified Investment
Management Analyst® professional, holds the Chartered Financial
Analyst® designation, and is a Chartered Retirement Planning
Counselor℠. Mehta also holds the Certified Exit Planning Advisor
and Certified Plan Fiduciary Advisor™ designations.
Fanneron has more than five years of wealth management
experience providing customized wealth management solutions for
families, professionals, corporate executives, and business owners.
Before joining First Republic, he was an Assistant Vice President
and Financial Advisor at Merrill Lynch Wealth Management. Fanneron
is active in his local community and volunteers and supports a
number of Parkinson’s Disease organizations. He received a Bachelor
of Science degree in Business Administration, with a concentration
in Finance and Marketing, from Northeastern University where he was
also a member of the Varsity Baseball Team. Fanneron holds the
Chartered Retirement Planning Counselor℠ and Sports &
Entertainment Accredited Wealth Manager Advisor℠ designations from
the College for Financial Planning.
To learn more about First Republic Private Wealth Management,
click here. To see our growing team of wealth management
professionals, click here.
About First Republic Bank
Founded in 1985, First Republic and its subsidiaries offer
private banking, private business banking and private wealth
management. First Republic specializes in delivering exceptional,
relationship-based service and provides a complete line of
products, including residential, commercial and personal loans,
deposit services, and private wealth management, including
investment, brokerage, insurance, trust and foreign exchange
services. Services are offered through preferred banking or wealth
management offices primarily in San Francisco, Palo Alto, Los
Angeles, Santa Barbara, Newport Beach and San Diego, California;
Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida;
Greenwich, Connecticut; New York, New York; Jackson, Wyoming; and
Bellevue, Washington. First Republic is a constituent of the
S&P 500 Index and KBW Nasdaq Bank Index. For more information,
visit firstrepublic.com.
FRC-G
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version on businesswire.com: https://www.businesswire.com/news/home/20220822005067/en/
Investors: Andrew Greenebaum / Lasse Glassen Addo Investor
Relations agreenebaum@addo.com lglassen@addo.com (310) 829-5400
Media: Greg Berardi Blue Marlin Partners
gberardi@firstrepublic.com (415) 239-7826
First Republic Bank (NYSE:FRC)
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