Six Wealth Managers Join First Republic in New York
August 03 2020 - 9:00AM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that Adam Zipper, Joseph
Duarte, Christopher Gates, John Mulligan, Andrew Damato, and Andrew
Gallagher have joined First Republic Investment Management in New
York.
Zipper, Duarte, Gates, Mulligan, and Damato were named Managing
Director and Wealth Manager, and Gallagher was named Vice President
and Wealth Manager. They will provide investment management,
retirement planning, investment consulting and other wealth
management services to individuals, families, nonprofits and
private family foundations.
“First Republic is very pleased to welcome these talented wealth
managers to our growing team of professionals in the New York
area,” said Bob Thornton, President of First Republic Private
Wealth Management. “Adam Zipper, Joseph Duarte, Christopher Gates,
John Mulligan, Andrew Damato and Andrew Gallagher share First
Republic’s commitment to exceptional client service.”
Zipper was previously a Managing Director at J.P. Morgan
Securities. Before that, Zipper worked at Smith Barney and was a
member of the firm’s Director’s Council. He began his career at
Bear Stearns. Zipper creates tailored portfolios for high net worth
individuals, families, entertainers and professional athletes. He
earned a Bachelor of Business Administration degree from Emory
University’s Goizueta Business School and holds the professional
designation of Accredited Investment Fiduciary®. Zipper has been
recognized in a number of industry rankings, including Forbes Top
250 Wealth Advisors, Forbes Best-In-State Wealth Advisors and
Financial Times 400 Top Financial Advisers.
Duarte was previously a Managing Director at J.P. Morgan
Securities. Before that, he was a Managing Director at Bear Stearns
and previously was a co-founder and owner of a boutique investment
firm and broker-dealer in New York. Duarte specializes in providing
comprehensive wealth management for individuals and families. He is
an alumni board member of Port Washington Youth Activities, a
nonprofit that instills the values of teamwork, dedication and
community through youth sports. He holds the professional
designation of Accredited Investment Fiduciary®.
Gates was previously a Managing Director at J.P. Morgan
Securities. Since beginning his career with the Morgan Guaranty
Trust Company, he has spent over four decades working with both
institutional and private clients. He provides wealth planning and
impact investing strategies to philanthropists, business
executives, media professionals, venture capitalists and artists.
Gates serves as a volunteer through the Mastery Foundation’s School
for Leadership as a school builder, faculty member and program
leader in Northern Ireland, Israel and the U.S. Additionally, he is
a member of the Society of Fellows of the Aspen Institute and the
Screen Actors Guild. Gates earned a bachelor’s degree in English
from Dartmouth College.
Mulligan was previously a Vice President at J.P. Morgan
Securities. He provides comprehensive guidance and investment
strategies for high net worth families, entrepreneurs and
executives. Mulligan is an advisory board member for the Brooklyn
Youth Sports Club, an organization that helps students in their
pursuit of college enrollment. He earned a bachelor’s degree in
Political Science from the University of Wisconsin and holds the
professional designation of Accredited Investment Fiduciary®.
Damato was previously a Vice President at J.P. Morgan Securities
and a Financial Advisor at Merrill Lynch. Damato provides tailored
investment strategies and holistic financial planning for high net
worth clients, including corporate executives and professionals,
entrepreneurs and athletes. Damato earned a bachelor’s degree in
Finance and Economics from Manhattan College.
Gallagher was previously a Financial Advisor at J.P. Morgan
Securities. He creates holistic financial plans for his clients,
including customized portfolio management and estate planning.
Active in his community, he hosts baseball clinics for local Little
League organizations. Gallagher earned a bachelor’s degree in
Finance from Fairfield University, where he played on the school’s
baseball team. He is a CERTIFIED FINANCIAL PLANNER™
certificant.
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.
FRC-GA
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Investor Relations agreenebaum@addoir.com lglassen@addoir.com (310)
829-5400
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greg@bluemarlinpartners.com (415) 239-7826
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