Prior to joining First Republic in 2018, Mr. York was a Private Wealth Advisor and Senior Vice President for the Atwood Group within Merrill Lynch's Private Banking and Investment Group in Boston, MA. . He joined the Atwood Group at Merrill Lynch in 2005. Mr. York advises a select group of clients helping them pursue their long term objectives through an integrated suite of strategies, tactics and services. Within the team he is responsible for client outreach, relationship management and investment analysis.
Previously he worked with Atlantic Trust Pell Rudman as an analyst supporting its investment management process. Mr. York began his career in 1997 with the Gillette Company where he spent seven years in finance and management.
Mr. York earned his Bachelor of Arts in Business from the University of Notre Dame and his MBA from the Carroll School of Management at Boston College.
Wealth Management Experience: Since 2005
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