2022-08-22 | NYSE:FRC | Press Launch

First Republic Financial institution (NYSE:FRC), a number one personal financial institution and wealth administration firm, right now introduced that Radhika Mehta and Nick Fanneron have joined First Republic Funding Administration in New York.

Mehta was named Managing Director and Wealth Supervisor and Fanneron was named Vice President and Wealth Supervisor. The group will present portfolio administration, retirement planning, funding consulting and different wealth administration providers to people, households, nonprofits and personal household foundations.

“Radhika Mehta and Nick Fanneron are proficient wealth managers who can be sturdy additions to our increasing group serving metropolitan New York,” stated Bob Thornton, President of First Republic Personal Wealth Administration. “Radhika and Nick share First Republic’s dedication to distinctive and differentiated shopper service.”

Mehta has greater than 22 years of wealth administration expertise offering custom-made wealth administration options for people and households. Earlier than becoming a member of First Republic, she was a Senior Vice President and Wealth Administration Advisor at Merrill Lynch Wealth Administration. Energetic in her area people, Mehta is a New York Institute of Expertise Alumni Board member and likewise volunteers to assist the preservation of artwork on the Salmagundi Membership. Mehta acquired a Bachelor of Arts diploma in English from the College of Delhi and an MBA in Finance from the New York Institute of Expertise. She is a CERTIFIED FINANCIAL PLANNER™ and Licensed Funding Administration Analyst® skilled, holds the Chartered Monetary Analyst® designation, and is a Chartered Retirement Planning Counselor℠. Mehta additionally holds the Licensed Exit Planning Advisor and Licensed Plan Fiduciary Advisor™ designations.

Fanneron has greater than 5 years of wealth administration expertise offering custom-made wealth administration options for households, professionals, company executives, and enterprise homeowners. Earlier than becoming a member of First Republic, he was an Assistant Vice President and Monetary Advisor at Merrill Lynch Wealth Administration. Fanneron is energetic in his area people and volunteers and helps plenty of Parkinson’s Illness organizations. He acquired a Bachelor of Science diploma in Enterprise Administration, with a focus in Finance and Advertising and marketing, from Northeastern College the place he was additionally a member of the Varsity Baseball Crew. Fanneron holds the Chartered Retirement Planning Counselor℠ and Sports activities & Leisure Accredited Wealth Supervisor Advisor℠ designations from the School for Monetary Planning.

To be taught extra about First Republic Personal Wealth Administration, click on right here. To see our rising group of wealth administration professionals, click on right here.

About First Republic Financial institution

Based in 1985, First Republic and its subsidiaries supply personal banking, personal enterprise banking and personal wealth administration. First Republic focuses on delivering distinctive, relationship-based service and gives an entire line of merchandise, together with residential, business and private loans, deposit providers, and personal wealth administration, together with funding, brokerage, insurance coverage, belief and international trade providers. Providers are supplied by way of most well-liked banking or wealth administration workplaces primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Seashore and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Seashore, Florida; Greenwich, Connecticut; New York, New York; Jackson, Wyoming; and Bellevue, Washington. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Financial institution Index. For extra data, go to firstrepublic.com.


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