Six-Member Wealth Management Team Joins First Republic
06 Mars 2023 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a six-person team
led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has
joined First Republic Investment Management.
Kadish and Davey were each named Managing Director and Wealth
Manager. Garofalo was named Vice President and Wealth Manager.
Based in Century City, the team will provide portfolio management,
retirement planning, investment consulting and other wealth
management services to individuals, families, nonprofits and
private family foundations.
“Alexander Kadish, Nicholas Davey, J.P. Garofalo and their team
are a terrific addition to our growing wealth management
capabilities in Los Angeles,” said Bob Thornton, President of First
Republic Private Wealth Management. “They share First Republic’s
commitment to exceptional client service.”
Kadish has more than 20 years of wealth management experience
providing customized solutions for individuals and families in the
public and private sectors. Before joining First Republic, Kadish
was a Managing Director and Private Wealth Advisor at Morgan
Stanley Private Wealth Management. Prior to that, he was an
Executive Director at J.P. Morgan Securities. Earlier in his
career, Kadish was a Senior Vice President at Jefferies &
Company and held positions at Citigroup Smith Barney and Banc of
America. Active in his local community, Kadish is a member of the
Finance Committee for United Friends of the Children and is a
member of the Dean’s Advisory Board of the College of Arts and
Sciences for Syracuse University. He received a Bachelor of Arts
degree in Economics from Syracuse University.
Davey has more than 15 years of wealth management experience
providing customized solutions for individuals and families. Before
joining First Republic, Davey was a Senior Vice President and
Private Wealth Advisor at Morgan Stanley Private Wealth Management.
Prior to that, he was an Investment Associate at J.P. Morgan
Securities. Earlier in his career, he was a Client Service
Associate at UBS Financial Services. Davey has been active in his
local community for many years and serves as a volunteer for the
Toluca Baseball League and the Wesley School in Los Angeles. Davey
received a Bachelor of Science degree in Mathematics and a Bachelor
of Arts degree in Economics from the University of California,
Irvine.
Garofalo has 10 years of wealth management experience providing
customized solutions for high net worth individuals and families,
with a focus on alternative investments. Before joining First
Republic, Garofalo was a Wealth Advisor and Alternative Investments
Director at Morgan Stanley Private Wealth Management. Earlier in
his career, he worked at Ares Management and was a Consulting Group
Associate at Morgan Stanley. Garofalo received a Bachelor of Arts
degree in English and American Literature from Middlebury College.
He holds the Chartered Alternative Investment Analyst
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/20230306005160/en/
Investors: Andrew Greenebaum / Kimberly Esterkin Addo Investor
Relations agreenebaum@addo.com kesterkin@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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