Four Wealth Managers Join First Republic in New York
May 26 2020 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Steve Condos,
Kenneth Morris, Fortune S. Macri III, and Jared Katzman have joined
First Republic Investment Management.
Condos and Morris were each named Managing Director and Wealth
Manager. Macri and Katzman were each named Vice President and
Wealth Manager. They will provide wealth management services,
including investment management, retirement planning and wealth
transfer strategies, to individuals, families, nonprofits and
private family foundations. They will be based in New York
City.
“Steve Condos, Kenneth Morris, Fortune Macri, and Jared Katzman
are highly regarded wealth managers and a significant addition to
our expanding team in the New York area,” said Bob Thornton,
President of First Republic Private Wealth Management. “They share
First Republic’s commitment to exceptional client service.”
Condos has more than 30 years of wealth management experience.
Previously, he was a Managing Director at Morgan Stanley Private
Wealth Management and a Sports and Entertainment Director at Morgan
Stanley Global Sports & Entertainment, where he led a
nationally recognized team focused on the complex wealth management
needs of high net worth clients. Condos attended the Environmental
and Biological Sciences School at Rutgers University. He has been
recognized in a number of industry rankings, including Forbes
Best-In-State Wealth Advisors, Barron’s Top Advisor Rankings by
State and Financial Times 400 Top Financial Advisers.
Morris has more than 20 years of wealth management experience.
Previously, he was a Senior Vice President at Morgan Stanley
Private Wealth Management and a Sports and Entertainment Director
at Morgan Stanley Global Sports & Entertainment. Morris
provides clients with holistic wealth management solutions and
guidance, including customized wealth transfer and estate planning
strategies. He earned a bachelor’s degree in International Business
and Finance from Hofstra University's Frank G. Zarb School of
Business. Morris is a CERTIFIED FINANCIAL PLANNER™ professional.
Morris has been recognized on a number of industry rankings,
including Forbes Best-In-State Wealth Advisors.
Katzman has more than 11 years of wealth management experience.
Previously, he was First Vice President at Morgan Stanley Private
Wealth Management. He focuses on portfolio management and business
development, and the construction of comprehensive wealth
management strategies. Katzman earned a bachelor’s degree in
Business Management and an MBA in Marketing from Lynn University.
He has been recognized as a Forbes Top Next-Gen Wealth Advisor.
Macri has more than 10 years of wealth management experience.
Previously, he was an Associate Vice President at Morgan Stanley
Private Wealth Management. He provides comprehensive financial
management, including asset management and wealth transfer planning
for high net worth individuals and families, endowments,
foundations and family offices. Macri earned a bachelor’s degree in
Business Management and Economics and an MBA in Finance from
Fordham University, Gabelli School of Business.
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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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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