Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic
26 September 2022 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a nine-member team
led by Harold Reinstein and Michael Nelson have joined First
Republic Investment Management in Scarsdale, New York.
Reinstein and Nelson were each named Managing Director and
Wealth Manager. Daniel Sirota and Pascale Hainline were each named
Senior Vice President and Wealth Manager, and Kimberly Ferry was
named Vice President and Wealth Manager.
They will provide portfolio management, retirement planning,
investment consulting and other wealth management services to
individuals, families, nonprofits and private family
foundations.
“Harold Reinstein, Michael Nelson and the team are accomplished
wealth managers who share First Republic’s commitment to
exceptional client service,” said Bob Thornton, President of First
Republic Private Wealth Management. “They will further strengthen
our ability to serve the New York metropolitan area.”
Reinstein has more than 28 years of wealth management experience
providing customized wealth management solutions for high net worth
families and individuals. Before joining First Republic, he was a
Managing Director at Merrill Lynch Wealth Management. Active in his
local community, Reinstein has done volunteer work for many years
for foundations, endowments and ERISA plans. He received a Bachelor
of Science degree in Finance and a Bachelor of Arts degree in
English literature from the State University of New York at
Buffalo. Reinstein holds the CERTIFIED FINANCIAL PLANNER™,
Certified Plan Fiduciary Advisor™ and Chartered Retirement Planning
Counselor℠ designations.
Nelson has more than 23 years of wealth management experience
providing customized wealth management solutions for corporate
clients, with a particular focus on retirement planning. Before
joining First Republic, he was a Managing Director at Merrill Lynch
Wealth Management. Nelson is active in his local community and has
served as a volunteer coach for youth sports teams for over a
decade. He holds the Chartered Retirement Planning Counselor℠ and
Certified Plan Fiduciary Advisor™ designations. Nelson also
attended TRAU™, the Retirement Advisor University at UCLA Anderson
School of Management Executive Education and received the Certified
401(k) Professional designation. He studied at the Wharton School
of Business and received the CIMA® designation from the Investments
& Wealth Institute™. Nelson is also a CERTIFIED FINANCIAL
PLANNER™ professional.
Sirota has more than 22 years of wealth management experience
providing comprehensive, customized wealth management solutions for
clients. Before joining First Republic, he was a Senior Vice
President at Merrill Lynch Wealth Management. Active in his local
community, Sirota has served on the board of directors for the
Juvenile Diabetes Research Foundation for the Westchester Chapter
and was a member of the board for the Cornell University Alumni
Association of Westchester. He received a Bachelor of Science
degree from Cornell University, and a Master of Business
Administration degree and a Master of Public Health degree from
Columbia University. Sirota holds the Chartered Retirement Planning
Counselor℠ and Certified Plan Fiduciary Advisor™ designations.
Hainline has more than 20 years of experience in corporate and
investment banking, and more than 13 years of wealth management
experience providing customized wealth management solutions for
high net worth families and individuals. Before joining First
Republic, she was a Senior Vice President at Merrill Lynch Wealth
Management. Hainline is active in her local community and is a
member of the board of New York Edge, a nonprofit organization that
bridges the opportunity gap through academics, sports and art for
underserved students. Hainline also serves as a Governor-at-Large
of the International Tennis Hall of Fame. She received a Master’s
degree in Economics from Paris Sorbonne University and a
post-Master’s Fellowship Award in Economics from the University of
Chicago. Hainline holds the Chartered Retirement Planning
Counselor® and Certified Plan Fiduciary Advisor designations.
Ferry has more than 19 years of wealth management experience
providing customized wealth management solutions for high net worth
clients. Before joining First Republic, she was a Vice President at
Merrill Lynch Wealth Management. Ferry is active in her local
community and is member and volunteer at United for the Troops and
Feeding Westchester, in Westchester, New York. She also volunteers
with The Church of the Presentation in Upper Saddle River, New
Jersey and the Hudson Valley Girl Scouts. Ferry received a Bachelor
of Arts degree from Armstrong Atlantic State University and an MBA
degree from Colorado State University. She is a CERTIFIED FINANCIAL
PLANNER™ professional.
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. First Republic specializes in delivering exceptional,
relationship-based service and provides a complete line of
products, including residential, commercial and personal loans,
deposit services, and private wealth management, including
investment, brokerage, insurance, trust and foreign exchange
services. 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; Jackson, Wyoming; and
Bellevue, Washington. 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/20220926005085/en/
Investors: Andrew Greenebaum / Lasse Glassen Addo Investor
Relations agreenebaum@addo.com lglassen@addo.com (310) 829-5400
Media: Greg Berardi Blue Marlin Partners
gberardi@firstrepublic.com (415) 239-7826
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