Wealth Managers Mark Beach and Rick DuPont Join First Republic
July 29 2019 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Mark Beach and Rick
DuPont have joined First Republic Investment Management as Managing
Directors and Wealth Managers.
Beach has 27 years of wealth management experience and DuPont
has 18 years of experience. Both will provide investment
management, retirement planning, investment consulting and other
wealth management services to individuals, families, nonprofits and
private family foundations. Beach and DuPont are based in Silicon
Valley on the Peninsula.
“Mark and Rick are accomplished wealth managers who share First
Republic’s commitment to delivering exceptional client service,”
said Bob Thornton, President of First Republic Private Wealth
Management. “Over the course of their careers, Mark and Rick have
been successful in helping clients grow and preserve their wealth
across generations. They are terrific additions to our growing team
of wealth managers.”
Prior to First Republic, Beach was a Senior Vice President at
Merrill Lynch/Bank of America, which he joined in 1999 from Lehman
Brothers. He has extensive experience in the capital markets and
has served as a financial advisor to business owners, executives
and their families. Beach earned a Bachelor of Science in
Managerial Economics from the University of California, Davis. He
is active in the community and supports B Street Boxing in San
Mateo, a community-based boxing gym that provides instructional
guidance and a safe and supportive environment for neighborhood
youth, as well as the Celiac Disease Foundation.
Prior to First Republic, DuPont worked for Merrill Lynch/Bank of
America as Senior Vice President for 18 years. DuPont works with
clients to develop a wide range of investment strategies, including
managing concentrated stock strategies and pre-IPO stock planning
and diversification. DuPont earned a Bachelor of Science in
Business Administration from the University of San Francisco. He
holds the professional designation of Chartered Retirement Planning
CounselorSM, CRPC®.
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.
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version on businesswire.com: https://www.businesswire.com/news/home/20190729005094/en/
Investors: Andrew Greenebaum / Lasse Glassen Addo
Investor Relations agreenebaum@addoir.com lglassen@addoir.com (310)
829-5400
Media: Greg Berardi Blue Marlin Partners
greg@bluemarlinpartners.com (415) 239-7826
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