Earlier in his career, Kadish was a Senior Vice President at Jefferies & Company and held positions at Citigroup Smith Barney and Banc of America. Prior to that, he was an Executive Director at J.P. Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management. Kadish has more than 20 years of wealth management experience providing customized solutions for individuals and families in the public and private sectors. “They share First Republic’s commitment to exceptional client service.” Garofalo and their team are a terrific addition to our growing wealth management capabilities in Los Angeles,” said Bob Thornton, President of First Republic Private Wealth Management. Based in Century City, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
Garofalo was named Vice President and Wealth Manager.
Kadish and Davey were each named Managing Director and Wealth Manager. Garofalo has joined First Republic Investment Management.
6, 2023-įirst Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.SAN FRANCISCO-(BUSINESS WIRE)-Mar. The Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products to defined benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through a network of institutional and intermediary channels. The Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, credit and other lending products, and banking and retirement plan services to individual investors and small to medium-sized businesses/institutions. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity securities and fixed income products consisting of foreign exchange and commodities corporate loans, commercial and residential mortgage lending, and asset-backed lending financing for equities and commodities customers, and municipalities and investment and research services. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. The company operates Institutional Securities, Wealth Management, and Investment Management segments. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia.
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