Greg Berardi
Blue Marlin Partners
(415) 239-7826

Leading Wealth Management Team Joins First Republic Private Wealth Management in Boston

SAN FRANCISCO--(BUSINESS WIRE)--Apr. 23, 2018-- First Republic Bank (NYSE: FRC), a private bank and wealth management company, today announced that a leading wealth management team led by Jim Atwood is now part of First Republic Private Wealth Management.

Atwood is joined by senior team members Jeff Atwood, Tom O’Brien, Julie Rousseau, McClane Cover, Brendan York, and Zach Calahan, along with client services and operations professionals. The team, formerly of Merrill Lynch, will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.

“Jim and his team have a very successful track record of developing customized solutions for many clients with diverse needs,” said Bob Thornton, President of First Republic Private Wealth Management. “Jim and all of our new team members share First Republic’s commitment to exceptional client service. We’re very pleased to welcome them to our expanding group of wealth professionals in Boston.”

Jim Atwood has more than three decades of experience directing the design and development of customized wealth strategies for ultra-high net worth individuals and families. Barron’s magazine named him one of the “Top 100 Financial Advisors in the Nation” from 2012 to 2016 and the top wealth advisor in Massachusetts in 2014. Forbes recognized him as the top advisor in Massachusetts in 2018.

“First Republic is a world-class organization that has set the standard for service excellence,” Atwood said. “Our team looks forward to working with the wealth management and banking professionals at First Republic to meet the growing needs of our clients.”

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, with a solid commitment to responsiveness and action. 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 later in 2018, Jackson, Wyoming. First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans. For more information, visit


Source: First Republic Bank

Addo Communications
Andrew Greenebaum / Lasse Glassen, 310-829-5400
Blue Marlin Partners
Greg Berardi, 415-239-7826