ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Wealth Manager David Loeb Joins First Republic in Florida

First Republic Bank (NYSE: FRC), a leading private bank and wealth management company, today announced that David Loeb has joined First Republic Investment Management.

Loeb 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 Loeb is a successful wealth manager who will be a strong addition to our expanding team in Florida,” said Bob Thornton, President of First Republic Private Wealth Management. “David shares First Republic’s commitment to exceptional and differentiated client service.”

Loeb has more than 28 years of wealth management experience providing customized wealth management solutions for entrepreneurs, CEO’s, partners in private equity and hedge fund firms, and ultra high net worth families. Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management. Prior to that, Loeb was a First Vice President in Investment and Institutional Accounts at Morgan Stanley. He is active in his local community and has served on the Board of Jewish Board of Family and Children’s Services and served as a mentor at The Rita J. and Stanley H. Kaplan House in New York City. Loeb has also spent many years as a baseball and soccer coach. He received a Bachelor of Science degree in Political Science, with a minor in Economics, from New York University.

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. First Republic specializes in delivering exceptional, relationship-based service and provides a complete line of products, including residential, commercial and personal loans, deposit services, and private wealth management, including investment, brokerage, insurance, trust and foreign exchange services. 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; Jackson, Wyoming; and Bellevue, Washington. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.

FRC-G

Contacts

Recent Quotes

View More
Symbol Price Change (%)
AMZN  236.65
-5.95 (-2.45%)
AAPL  259.96
-1.09 (-0.42%)
AMD  223.60
+2.63 (1.19%)
BAC  52.48
-2.06 (-3.78%)
GOOG  336.31
-0.12 (-0.04%)
META  615.52
-15.57 (-2.47%)
MSFT  459.38
-11.29 (-2.40%)
NVDA  183.14
-2.67 (-1.44%)
ORCL  193.61
-8.68 (-4.29%)
TSLA  439.20
-8.00 (-1.79%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.