Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic
07 November 2022 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a nine-person team
led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres
has joined First Republic Investment Management in San
Francisco.
Argyres, Rice, Abdulkariem and Greg Argyres were each named
Managing Director and Wealth Manager. Claudia Rivas was named
Senior Vice President and Wealth Manager, and Clifford Young was
named Vice President 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.
“Tim Argyres, Ted Rice, Nasser Abdulkariem, Greg Argyres and the
team share First Republic’s commitment to exceptional and
differentiated client service,” said Bob Thornton, President of
First Republic Private Wealth Management. “They join our growing
team of wealth managers in the San Francisco Bay Area dedicated to
helping clients achieve their financial objectives.”
Argyres has more than 20 years of wealth management experience
providing customized solutions for high net worth individuals and
families, including corporate executives and entrepreneurs. Before
joining First Republic, he was a Senior Vice President and Wealth
Management Advisor at Merrill Lynch Wealth Management. Argyres has
been active in his local community for many years and currently
volunteers in leadership and coaching roles with Wolfpack NorCal
Youth Basketball, a nonprofit basketball organization. He received
a Bachelor of Arts degree from the University of Oregon. Argyres is
a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified
Plan Fiduciary Advisor™ designation.
Rice has more than 40 years of wealth management experience
providing customized solutions for high net worth and ultra high
net worth individuals and families, including senior executives and
entrepreneurs. Before joining First Republic, he was a Senior Vice
President and Wealth Management Advisor at Merrill Lynch Wealth
Management. Prior to that, he worked at UBS Financial Services.
Active in his local community, Rice is a member of The Commonwealth
Club of California and has previously served as Co-Chair of its
annual fundraising event. He received a Bachelor of Arts degree
from Stanford University. Rice is a Certified Investment Management
Analyst® professional.
Abdulkariem has more than 20 years of wealth management
experience providing customized solutions for ultra high net worth
families, executives of publicly traded companies and professional
athletes. Before joining First Republic, he was a Senior Vice
President and Senior Financial Advisor at Merrill Lynch Wealth
Management. Prior to that, he was a Financial Advisor at UBS
Financial Services and was a Vice President on the Venture Trading
Desk at Banc of America Securities. Abdulkariem is active in his
local community and serves as Assistant Coach for the Women’s
Soccer team at City College of San Francisco. He received a
Bachelor of Arts degree from San Francisco State University and
completed the Stanford Graduate School of Business LEAD Business
Program. He holds the Certified Plan Fiduciary Advisor™
designation.
Greg Argyres has more than 17 years of wealth management
experience providing customized solutions for high net worth
families, executives and employees of publicly traded companies and
business owners. Before joining First Republic, he was a Senior
Vice President and Senior Financial Advisor at Merrill Lynch Wealth
Management. Active in his local community, Argyres is a volunteer
youth softball coach. He received a Bachelor of Arts degree from
the University of California, Santa Barbara, and an MBA from San
Francisco State University. Argyres is a CERTIFIED FINANCIAL
PLANNER™ professional and holds the Chartered Retirement Planning
Counselor℠ designation.
Rivas has more than 17 years of wealth management experience
providing customized solutions for clients, with a particular focus
on business development, environmental, social and governance (ESG)
and portfolio management. Before joining First Republic, she was a
Senior Vice President and Senior Financial Advisor at Merrill Lynch
Wealth Management. Rivas is active in her local community and is
involved with the Hispanic Heritage Foundation, a national
nonprofit organization established by the White House. She received
a Bachelor of Arts degree in Economics and an MBA, both from Mills
College. She holds the Chartered SRI Counselor℠ designation.
Young has more than 10 years of wealth management experience
providing customized solutions for entrepreneurs, corporate
executives and individuals with concentrated stock positions.
Before joining First Republic, he was a Vice President and Senior
Financial Advisor at Merrill Lynch Wealth Management. Before that,
Young was a Financial Advisor on the Corporate Equity Stock Plan
team at Morgan Stanley. He received a Bachelor of Science degree in
Biology from San Francisco State University.
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/20221107005170/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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