Seven-Member Wealth Management Team Joins First Republic
10 Januar 2023 - 3:00PM
Business Wire
Team Is Led by Brenda Travaglini, Michael
Corcoran, Dennis Murray and Dan Gallagher
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a seven-person team
led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan
Gallagher has joined First Republic Investment Management.
Travaglini, Corcoran, Murray and Gallagher were each named
Managing Director and Wealth Manager. Based in Boston, the team
will provide portfolio management, retirement planning, investment
consulting and other wealth management services to individuals,
families, nonprofits and private family foundations.
“Brenda Travaglini, Michael Corcoran, Dennis Murray, Dan
Gallagher and their team are a very strong addition to First
Republic and share our commitment to exceptional client service,”
said Bob Thornton, President of First Republic Private Wealth
Management. “They will further strengthen First Republic’s ability
to serve clients in Boston and help them achieve their financial
objectives.”
Travaglini has more than 35 years of wealth management
experience providing customized solutions for individuals,
multigenerational families and business owners who are
transitioning their businesses through mergers and acquisitions.
Before joining First Republic, Travaglini was a Senior Wealth
Director at BNY Mellon Wealth Management. Active in her local
community, she works with Cradles to Crayons, an organization that
provides young children in low-income situations with the essential
items they need to thrive. Travaglini received a Bachelor of
Science degree in Business Administration and Management from
Boston University.
Corcoran has more than 30 years of wealth management experience
providing customized solutions for individuals, families, corporate
executives and business owners, with a focus on multigenerational
planning and philanthropy. Before joining First Republic, Corcoran
was a Senior Wealth Director at BNY Mellon Wealth Management.
Active in his local community, he has worked with the Francis
Ouimet Scholarship Fund for the past 20 years. Corcoran received a
Bachelor of Business Administration degree in Finance from the
University of Notre Dame and a Master of Business Administration
from Bentley University. He holds the Chartered Financial Analyst®
designation.
Murray has more than 20 years of wealth management experience
providing customized solutions for individuals, families, corporate
executives and business owners, with a focus on multigenerational
planning and philanthropy. Prior to joining First Republic, Murray
was a Senior Wealth Director at BNY Mellon Wealth Management. He
has been active in his local community for many years as a youth
sports coach and serves as Director of Scituate Flag Football.
Murray is a member of the Boston Estate Planning Council and the
St. Mary of the Nativity Parish Finance Council. He received a
Bachelor of Science degree in Business Administration from
Stonehill College. Murray is a CERTIFIED FINANCIAL PLANNER™
professional.
Gallagher has more than 20 years of wealth management experience
providing customized solutions for individuals, families, corporate
executives and business owners, with a focus on multigenerational
planning and philanthropy. Before joining First Republic, Gallagher
was a Senior Wealth Director at BNY Mellon Wealth Management. He is
active in his local community and has been a youth sports coach for
many years. Gallagher received a Bachelor of Business
Administration degree in Finance from Isenberg School of
Management, at the University of Massachusetts Amherst. He holds
the Chartered Financial Analyst® designation.
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/20230110005292/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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