Wealth Manager David Munoz Joins First Republic in New York
18 Ottobre 2021 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that David Munoz has
joined First Republic Investment Management in New York.
Munoz was named Managing Director and Wealth Manager. He will
provide portfolio management, retirement planning, investment
consulting and other wealth management services to individuals,
families, nonprofits and private family foundations.
“David Munoz is a very successful wealth manager and a terrific
addition to our wealth management team in metropolitan New York,”
said Bob Thornton, President of First Republic Private Wealth
Management. “David shares First Republic’s commitment to
exceptional service to every client.”
Munoz has more than 24 years of wealth management experience. He
specializes in providing customized wealth management solutions for
high net worth and ultra-high net worth clients. Before joining
First Republic, he was a Senior Vice President and Senior Financial
Advisor at Merrill Lynch. Before that, he worked at Morgan Stanley
and UBS Financial Services. He began his career at Sanford C.
Bernstein as a Client Associate. He is active in his local
community and is a Boy Scouts of America leader of Troop 170 in the
Bronx and the Greater New York Councils. He is also a Little League
softball and soccer coach and serves on the Board of the Croton
Little League. He received a Bachelor of Arts degree in Psychology
and Sociology from the College of the Holy Cross.
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/20211018005065/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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