SAN FRANCISCO--(BUSINESS WIRE)--Sep. 24, 2018-- First Republic Bank (NYSE: FRC), a leading private bank and wealth management company, today announced that wealth manager Steve Levine has joined First Republic Investment Management.
Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager. He will work at First Republic’s office at 1888 Century Park East in Century City, providing investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
“Steve Levine is a highly accomplished wealth management professional with a long track record of serving families and institutional investors,” said Bob Thornton, President of First Republic Private Wealth Management. “Steve is committed to delivering exceptional client service and is a terrific addition to our expanding team of wealth managers.”
Prior to joining First Republic, Levine was a Managing Director at UBS Private Wealth Management. Earlier in his career, he worked for Credit Suisse and Morgan Stanley. Levine has been named one of Barron’s Top 100 Advisors for 11 of the past 12 years. He was also recognized as one of America’s Top Wealth Managers by Forbes in 2018 and 2017. Levine earned a Bachelor of Arts degree in Political Science from UCLA. He has completed the Wealth Advisor Program at NYU Stern School of Business and the Investment Consultant Program at the Wharton School at the University of Pennsylvania.
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 firstrepublic.com.
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Source: First Republic Bank
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