Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
09 Januar 2023 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a four-person team
led by Eric Yamin and Keith Caparelli has joined First Republic
Investment Management.
Yamin and Caparelli were each named Managing Director and Wealth
Manager. Based in Florida and New York, the team will provide
portfolio management, retirement planning, investment consulting
and other wealth management services to individuals, families,
nonprofits and private family foundations.
“Eric Yamin, Keith Caparelli and their team will further
strengthen First Republic’s ability to serve clients in Florida and
New York,” said Bob Thornton, President of First Republic Private
Wealth Management. “They share First Republic’s commitment to
exceptional client service.”
Yamin has more than 35 years of wealth management experience
providing comprehensive family office services and highly
customized investment strategies for high net worth individuals and
multigenerational families. Before joining First Republic, Yamin
was a Managing Director at Morgan Stanley. Prior to that, he worked
in the Distressed High Yield Department at Oppenheimer & Co.
Inc. and was a real estate investment banker at Eastdil Secured.
Active in his local community, Yamin and his family founded Cause
for Celebration, a charity that supports young children and women
living in homeless shelters in New York City. Cause for Celebration
was responsible for building a library at Concourse House in the
Bronx. He is also actively involved with schools and colleges,
including Tufts, Northwestern and UCLA. Yamin received a Bachelor
of Arts degree in International Relations from Tufts University. He
has also completed the Private Wealth Executive Education Program
sponsored by the Wharton Business School.
Caparelli has more than 10 years of wealth management experience
providing customized solutions for individuals, families,
executives and business owners. Before joining First Republic,
Caparelli was a Vice President and Director of Business Strategy at
Morgan Stanley. Prior to that, he was a Wealth Strategy Associate
at UBS. Caparelli is active in his local community and has served
on the board committee of Holy Cross High School and is involved
with the National Multiple Sclerosis Society. He received a
Bachelor of Science degree in Finance from Fordham University.
Caparelli 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.
FRC-G
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version on businesswire.com: https://www.businesswire.com/news/home/20230109005141/en/
Investors: Andrew Greenebaum / Kimberly Esterkin Addo Investor
Relations agreenebaum@addo.com kesterkin@addo.com (310)
829-5400
Media: Greg Berardi Blue Marlin Partners
gberardi@firstrepublic.com (415) 239-7826
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