Leading Wealth Management Team Joins First Republic Private Wealth Management in Boston
First Republic Bank (NYSE: FRC), a private bank and wealth management company, today announced that a leading wealth management
team led by Jim Atwood is now part of First Republic Private Wealth Management.
Atwood is joined by senior team members Jeff Atwood, Tom O’Brien, Julie Rousseau, McClane Cover, Brendan York, and Zach Calahan,
along with client services and operations professionals. The team, formerly of Merrill Lynch, will provide investment management,
retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
“Jim and his team have a very successful track record of developing customized solutions for many clients with diverse needs,”
said Bob Thornton, President of First Republic Private Wealth Management. “Jim and all of our new team members share First
Republic’s commitment to exceptional client service. We’re very pleased to welcome them to our expanding group of wealth
professionals in Boston.”
Jim Atwood has more than three decades of experience directing the design and development of customized wealth strategies for
ultra-high net worth individuals and families. Barron’s magazine named him one of the “Top 100 Financial Advisors in the
Nation” from 2012 to 2016 and the top wealth advisor in Massachusetts in 2014. Forbes recognized him as the top advisor in
Massachusetts in 2018.
“First Republic is a world-class organization that has set the standard for service excellence,” Atwood said. “Our team looks
forward to working with the wealth management and banking professionals at First Republic to meet the growing needs of our
clients.”
About First Republic Bank
Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth
management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional,
relationship-based service, with a solid commitment to responsiveness and action. 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; and later in
2018, Jackson, Wyoming. First Republic offers a complete line of banking products for individuals and businesses, including deposit
services, as well as residential, commercial and personal loans. For more information, visit firstrepublic.com.
Investors:
Addo Communications
Andrew Greenebaum / Lasse Glassen, 310-829-5400
agreenebaum@addoir.com
lglassen@addoir.com
or
Media:
Blue Marlin Partners
Greg Berardi, 415-239-7826
greg@bluemarlinpartners.com
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