12-Member Wealth Management Team Led by Derek Mohamed and Justin Merola Joins First Republic
17 Januar 2023 - 3:00PM
Business Wire
First Republic Bank (NYSE:FRC), a leading private bank and
wealth management company, today announced that a 12-person team
led by Derek Mohamed and Justin Merola has joined First Republic
Investment Management.
Mohamed and Merola were each named Managing Director and Wealth
Manager. Stephen Greene, Brian Kelleher and Leland Mindnich were
each named Vice President and Wealth Manager. Based in the Boston
area, the team will provide portfolio management, retirement
planning, investment consulting and other wealth management
services to individuals, families and nonprofits.
“Derek Mohamed, Justin Merola, Stephen Greene, Brian Kelleher,
Leland Mindnich and their team are a terrific addition to our
growing wealth management capabilities in the greater Boston area,”
said Bob Thornton, President of First Republic Private Wealth
Management. “They share First Republic’s commitment to exceptional
client service.”
Mohamed has more than 20 years of wealth management experience
providing customized solutions for individuals, families,
executives and business owners. Before joining First Republic,
Mohamed was a Managing Director and Wealth Management Advisor at
Merrill Lynch Wealth Management. Prior to that, he worked at UBS
and Morgan Stanley. Active in his local community, Mohamed has been
a volunteer youth hockey coach for many years and also supports
several educational institutions and nonprofit organizations,
including the Boys & Girls Clubs of MetroWest, the Navy Seal
Foundation and Grace Church. He is also an active member of the
Young Presidents’ Organization. Mohamed received a Bachelor of Arts
degree in Economics from Assumption University. He also attended
the College for Financial Planning, the Investments and Wealth
Institute and the Exit Planning Institute. Mohamed holds the
Certified Private Wealth Advisor®, Certified Retirement Planning
Counselor®, Accredited Asset Management Specialist℠ and Certified
Exit Planning Advisor designations.
Merola has nearly 20 years of wealth management experience
providing customized solutions for individuals and families. Before
joining First Republic, Merola was a Senior Vice President and
Senior Financial Advisor at Merrill Lynch Wealth Management. Prior
to that, he worked at UBS and Morgan Stanley. Merola is active in
his local community and is a member of the board of the Greater
Boston Chapter of the Exit Planning Exchange. He also supports his
alma maters, Northeastern University in Boston and Notre Dame High
School in West Haven, Connecticut. Merola received a Bachelor of
Science degree with a dual concentration in Finance and Management
from Northeastern University. He holds the Certified Fiduciary Plan
Advisor®, Certified Retirement Planning Counselor® and Certified
Exit Planning Advisor designations.
Greene has 15 of wealth management experience providing
customized solutions for high net worth individuals, families,
executives and business owners. Before joining First Republic,
Greene was a Senior Wealth Planner at Merrill Lynch Wealth
Management. Prior to that, he was at UBS and was a Registered
Representative with the Ayco Company, a subsidiary of Goldman
Sachs. Greene received a Bachelor’s degree from SUNY Oneonta. He
holds the Chartered Financial Consultant® and Certified Retirement
Planning Counselor® designations.
Kelleher has more than 10 years of wealth management experience
providing customized solutions for high net worth individuals,
families, executives and business owners. Before joining First
Republic, Kelleher was a Financial Advisor at Merrill Lynch Wealth
Management. Prior to that, he was a Wealth Planner with Ballentine
Partners. Kelleher received a Bachelor’s degree with a double major
in Corporate Finance and Accounting & Global Perspectives. He
is a CERTIFIED FINANCIAL PLANNER™ professional and holds the
Certified Exit Planning Advisor designation.
Mindnich has more than 10 years of wealth management experience
providing customized solutions for high net worth individuals,
families, executives and business owners. Before joining First
Republic, Mindnich was a Senior Financial Advisor at Merrill Lynch
Wealth Management. Prior to that, he was an investment professional
at Cetera Financial Group. He received a Bachelor’s degree from
Clemson University and holds the Certified Exit Planning Advisor
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/20230117005144/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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