SAN FRANCISCO–(BUSINESS WIRE)–Bank of the First Republic (NYSE: FRC), a leading private bank and wealth management firm, today announced that Dominique Jordan and Isaac Richard III have joined First Republic Investment Management in Los Angeles.
Jordan and Richard have each been named Vice President 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. The team is part of First Republic’s growing wealth management presence in Century City.
“Dominique Jordan and Isaac Richard are exceptional wealth managers who share First Republic’s commitment to exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management. “Dominique and Isaac are part of our amazing wealth management team in the greater Los Angeles area, which offers a full range of banking and wealth management services.
Jordan provides family governance, wealth education and inheritance planning to entrepreneurs, senior corporate executives, institutions and foundations, and professional athletes. Prior to joining First Republic, he was Associate Vice President, Regional Training Manager and Financial Advisor at Morgan Stanley Wealth Management. Active in his community, Jordan created the DJ|JD Foundation, a special purpose organization for high school students focused on personal development and financial literacy. He is a member of the Georgetown Club of Los Angeles and the Gates Millennium Scholars. Jordan earned a dual bachelor’s degree in finance and management, with a concentration in new and small business, from Georgetown University’s McDonough School of Business.
Richard provides family governance, strategic multi-generational wealth transfer, pre- and post-liquidity planning and philanthropic management services to wealthy families, professional athletes, senior corporate executives and institutions. Prior to joining First Republic, he was a financial advisor at Morgan Stanley Wealth Management. Active in his local community, he founded the Isaac Richard Family Foundation, which provides financial literacy initiatives to disadvantaged communities. Richard earned a bachelor’s degree in economics from Pitzer College.
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.