SAN FRANCISCO--(BUSINESS WIRE)--Feb. 18, 2020-- First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced the addition of a three-member team of wealth managers to First Republic Investment Management in the Seattle area.
Nichole Heidrick, Linda Mauzy and Leigh Flor were each named Managing Director and Wealth Manager with First Republic Investment Management. Based in Bellevue, Washington, the team will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional service and appreciate our unique banking and wealth management model to serve the comprehensive needs of clients.”
Heidrick has more than 16 years of wealth management experience. Previously, she was a Managing Director at Wells Fargo Private Bank. Heidrick works with individuals, families and entrepreneurs to provide comprehensive financial planning solutions. Before that, she was a Private Wealth Advisor at Goldman Sachs & Co. Earlier in her career, Heidrick was a Director, Outreach Programs, at the National Alliance of Breast Cancer Organizations and was a Director of Fundraising and Finance at Publicolor, a nonprofit organization. Heidrick serves on the board of directors of Rwanda Girls Initiative, an organization that founded and runs a STEM-focused boarding school for Rwandan girls. She earned a bachelor’s degree in History from the University of Virginia, and an MBA in Finance and Accounting from New York University Stern School of Business.
Mauzy has more than 32 years of wealth management experience. Previously, she was a Senior Vice President at Wells Fargo Private Bank. Mauzy works with individuals and families to develop customized wealth management solutions. Before that, she was a Senior Vice President and Senior Portfolio Manager at Key Private Bank. Earlier in her career, she served as Portfolio Manager for a private family trust and Parametric Portfolio Associates. Mauzy serves as Trustee of the Pacific Northwest Research Institute, a nonprofit organization dedicated to genetic research, and was past President of the CFA Society Seattle. Mauzy earned a bachelor’s degree in Chemistry from Humboldt State University and a master’s degrees in Economics from the University of California, Santa Barbara. She holds the Chartered Financial Analyst® designation.
Flor has more than 15 years of wealth management experience. Previously, she was a Senior Vice President at Wells Fargo Private Bank. Flor provides comprehensive wealth management for high net worth individuals and families. She serves on the board of directors for Village Theatre, a performing arts institution dedicated to promoting positive values through art. Flor earned her bachelor’s degree from the University of Oregon.
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, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. 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 Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20200218005043/en/
Source: First Republic Bank
Andrew Greenebaum / Lasse Glassen
Addo Investor Relations
Blue Marlin Partners