SAN FRANCISCO–(BUSINESS WIRE)–March 15, 2022–
Bank of the First Republic (NYSE: FRC), a leading private bank and wealth management firm, today announced that Crista Tucker and Greg Shevlin have joined First Republic Investment Management in Scarsdale, New York.
Tucker and Shevlin were each named managing director and wealth manager. They will provide portfolio management, retirement planning, investment advice and other wealth management services to individuals, families, non-profit organizations and private family foundations.
“Crista Tucker and Greg Shevlin are highly regarded wealth managers and are a great addition to our expanding team in metropolitan New York,” said Bob Thornton, president of First Republic Private Wealth Management. “Crista and Greg share First Republic’s commitment to exceptional and differentiated customer service.”
Tucker has over 25 years of wealth management experience, providing personalized wealth management solutions for high net worth multigenerational families, foundations and nonprofit organizations. Prior to joining First Republic, she was Senior Vice President and Wealth Advisor at Wells Fargo Private Bank. Earlier in his career, Tucker was a relationship manager at Wachovia Wealth Management in New York and an analyst at Callan Associates. She is active in her local community and is a board member of ArtsWestchester, a local program that supports the arts through education, funding and professional development. Tucker earned a Bachelor of Arts in Psychology from the University of Richmond. She also earned a Master of Arts in Organizational Psychology from Columbia University’s Teachers College.
Shevlin has over 31 years of wealth management experience, providing customized wealth management solutions for high and ultra-high net worth families, foundations and endowments. Prior to joining First Republic, he was Senior Vice President and Investment Strategist at Wells Fargo Private Bank. Prior to that, Shevlin worked in asset management and private banking at JP Morgan. He is active in his local community and coaches youth soccer. Shevlin earned a Bachelor of Business Administration and a Masters of Business Administration, both from Hofstra University.
About the Bank of the First Republic
Founded in 1985, First Republic and its subsidiaries provide private banking, corporate private banking and private wealth management services, including investment, trust and brokerage services. First Republic specializes in providing exceptional relationship-focused services and offers a full suite of products including residential, business and personal loans, deposit and wealth management services. Services are offered through select banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, MA; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. First Republic is included in the S&P 500 Index and the KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
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Andrew Greenebaum / Lasse Glassen
Addo Investor Relations
Blue Marlin Partners
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA NEW YORK
SECTOR KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE
SOURCE: Bank of the First Republic
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PUBLISHED: 03/15/2022 09:00 / DISK: 03/15/2022 09:02