Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic
08 Novembre 2022 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a five-member team
led by Marc Koch and Christopher Walters has joined First Republic
Investment Management in New York and Connecticut.
Koch and Walters were each named Managing Director 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.
“Marc Koch and Christopher Walters join our growing team of
wealth managers serving clients in New York and Connecticut,” said
Bob Thornton, President of First Republic Private Wealth
Management. “They share First Republic’s commitment to exceptional
client service.”
Koch has nearly than 10 years of wealth management experience
providing customized solutions for high net worth individuals,
families, founders, corporate executives, and entrepreneurs. Before
joining First Republic, he was an Executive Director and Wealth
Partner with J.P. Morgan Wealth Management. Koch is active in his
local community and is a member of the Vanderbilt Alumni Oak Leaf
Society and The Metropolitan Museum of Art in New York City. He
received a Bachelor of Arts degree in International Business from
Vanderbilt University, and an MBA from the Carroll School of
Management, Boston College, with a specialization in Asset
Management. He also holds the Accredited Investment Fiduciary®
designation.
Walters has nearly 10 years of wealth management experience
providing customized solutions for high net worth individuals,
families, founders, corporate executives, and entrepreneurs. Before
joining First Republic, he was an Executive Director and Wealth
Partner with J.P. Morgan Wealth Management. Active in his local
community, Walters is a member of the Noroton Presbyterian Church
and is a supporter of nature-related education programs at various
nonprofit organizations, including the Darien Nature Center. He
received a Bachelor of Science degree in Finance and Accounting
from the McIntire School of Commerce at the University of Virginia,
and an MBA from Columbia Business School. Walters also holds the
Accredited Investment Fiduciary® designation.
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/20221108005312/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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