Wealth Management Team Led by Charles Rodgers Joins First Republic in San Francisco
11 Ottobre 2021 - 03:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Charles Rodgers,
Laurel Norris and Michael Morrone have joined First Republic
Investment Management.
Rodgers, Norris and Morrone 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.
“Charles Rodgers, Laurel Norris and Michael Morrone are talented
wealth managers who are terrific additions to our wealth management
team in the San Francisco Bay Area,” said Bob Thornton, President
of First Republic Private Wealth Management. “Charles, Laurel and
Michael have been successful providing comprehensive solutions to
clients, and they share First Republic’s commitment to our unique
brand of exceptional client service.”
Rodgers, who will relocate to Jupiter, Florida later this fall,
has more than 23 years of wealth management experience. He provides
customized wealth management solutions for ultra-high net worth
families and charitable organizations. Before joining First
Republic, he was a Regional Chief Investment Officer at Abbot
Downing, overseeing the Asset Management group for West Coast
clients. Prior to that, Rodgers was a Director of Investments at
Lydian Bank & Trust, and a Senior Portfolio Manager at Northern
Trust. He is active in his community and served as Treasurer of the
San Marino Schools Foundation. Rodgers earned both a Bachelor’s
degree in International and Comparative Studies and Political
Sciences, and a Master’s degree in Business Administration, with a
concentration in Finance, from the University of Miami. He holds
the Chartered Financial Analyst (CFA®) designation.
Norris has more than 19 years of wealth management experience
and provides comprehensive wealth management solutions to
ultra-high net worth families and charitable organizations. Before
joining First Republic, she was a Managing Director and Senior
Portfolio Manager at Abbot Downing. Before that, Norris worked at
Wells Fargo in the Family Wealth Group and the Private Bank. Active
in her local community, she coaches youth volleyball and is
involved in children’s school fundraising activities. Norris earned
a Bachelor’s degree in Business Economics from Brown University.
She is a Certified Investment Management Analyst (CIMA®)
professional and holds the professional designation of Chartered
Alternative Investment Analyst (CAIA®).
Morrone has more than 14 years of wealth management experience
and provides comprehensive wealth management solutions to
ultra-high net worth families and charitable organizations. Prior
to joining First Republic, he was a Managing Director and
Relationship Manager at Abbot Downing. Before that, Morrone was a
Senior Financial Planner at Wells Fargo’s Wealth Planning Center.
Earlier in his career, he was a Marketing Consultant for New Canoe
and a Promotions Manager for Microsoft’s Sidewalk.com. Morrone
earned a Bachelor’s degree in History from Colgate University, with
a minor in Political Science. He received a Juris Doctor degree
from New England School of Law and a Master of Laws degree in
Corporate and Business Law from the University of San Diego School
of Law.
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, including investment, trust and brokerage services.
First Republic specializes in delivering exceptional,
relationship-based service and offers a complete line of products,
including residential, commercial and personal loans, deposit
services, and wealth management. 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 Jackson, Wyoming. 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/20211011005096/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
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