Investor Alert

New York Markets Close in:

press release

Oct. 11, 2021, 9:00 a.m. EDT

Wealth Management Team Led by Charles Rodgers Joins First Republic in San Francisco

SAN FRANCISCO, (BUSINESS WIRE) -- First Republic Bank /zigman2/quotes/200683073/composite FRC -0.57% , a leading private bank and wealth management company, today announced that Charles Rodgers, Laurel Norris and Michael Morrone have joined First Republic Investment Management.

Rodgers, Norris and Morrone were each named Managing Director and Wealth Manager. The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

“Charles Rodgers, Laurel Norris and Michael Morrone are talented wealth managers who are terrific additions to our wealth management team in the San Francisco Bay Area,” said Bob Thornton, President of First Republic Private Wealth Management. “Charles, Laurel and Michael have been successful providing comprehensive solutions to clients, and they share First Republic’s commitment to our unique brand of exceptional client service.”

Rodgers, who will relocate to Jupiter, Florida later this fall, has more than 23 years of wealth management experience. He provides customized wealth management solutions for ultra-high net worth families and charitable organizations. Before joining First Republic, he was a Regional Chief Investment Officer at Abbot Downing, overseeing the Asset Management group for West Coast clients. Prior to that, Rodgers was a Director of Investments at Lydian Bank & Trust, and a Senior Portfolio Manager at Northern Trust. He is active in his community and served as Treasurer of the San Marino Schools Foundation. Rodgers earned both a Bachelor’s degree in International and Comparative Studies and Political Sciences, and a Master’s degree in Business Administration, with a concentration in Finance, from the University of Miami. He holds the Chartered Financial Analyst (CFA®) designation.

Norris has more than 19 years of wealth management experience and provides comprehensive wealth management solutions to ultra-high net worth families and charitable organizations. Before joining First Republic, she was a Managing Director and Senior Portfolio Manager at Abbot Downing. Before that, Norris worked at Wells Fargo in the Family Wealth Group and the Private Bank. Active in her local community, she coaches youth volleyball and is involved in children’s school fundraising activities. Norris earned a Bachelor’s degree in Business Economics from Brown University. She is a Certified Investment Management Analyst (CIMA®) professional and holds the professional designation of Chartered Alternative Investment Analyst (CAIA®).

Morrone has more than 14 years of wealth management experience and provides comprehensive wealth management solutions to ultra-high net worth families and charitable organizations. Prior to joining First Republic, he was a Managing Director and Relationship Manager at Abbot Downing. Before that, Morrone was a Senior Financial Planner at Wells Fargo’s Wealth Planning Center. Earlier in his career, he was a Marketing Consultant for New Canoe and a Promotions Manager for Microsoft’s Sidewalk.com. Morrone earned a Bachelor’s degree in History from Colgate University, with a minor in Political Science. He received a Juris Doctor degree from New England School of Law and a Master of Laws degree in Corporate and Business Law from the University of San Diego School of Law.

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/20211011005096/en/

SOURCE: First Republic Bank

Andrew Greenebaum / Lasse Glassen
Addo Investor Relations
agreenebaum@addo.com , lglassen@addo.com
(310) 829-5400 Media:
Greg Berardi
Blue Marlin Partners
(415) 239-7826


Is there a problem with this press release? Contact the source provider Comtex at editorial@comtex.com. You can also contact MarketWatch Customer Service via our Customer Center.

Copyright Business Wire 2021

$ 171.01
-0.97 -0.57%
Volume: 10,898
Jan. 21, 2022 9:39a
P/E Ratio
Dividend Yield
Market Cap
$30.40 billion
Rev. per Employee


Partner Center

Link to MarketWatch's Slice.