James B. Marchetti and Caleb Porter Join First Republic

First Republic Bank, March 23, 2016
Merrill Lynch Senior Financial Advisors Become Part Of Growing Team In San Francisco

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Jim Marchetti and Caleb Porter, two senior financial advisors, have joined First Republic in San Francisco.

Marchetti and Porter have both been named Managing Director and Portfolio Manager. They provide individuals and families with customized wealth management and estate planning strategies and are located at First Republic’s headquarters office in San Francisco.

“Jim Marchetti and Caleb Porter are very experienced advisors who have successfully helped many individuals and families grow and preserve their wealth,” said Bob Thornton, President of First Republic Private Wealth Management. “Jim and Caleb share First Republic’s commitment to exceptional client service and join a growing team of wealth professionals in San Francisco.”

Marchetti has more than 40 years of experience as a financial advisor. Prior to joining First Republic, he was a Managing Director at Merrill Lynch in San Francisco, where he began his career. He holds the Certified Investment Management Analyst® designation (CIMA®) and graduated with honors from Stanford University with a Bachelor of Science degree in Economics.

Porter has 12 years of experience in financial services. Prior to First Republic, he worked for Merrill Lynch in San Francisco as a Senior Vice President. Earlier in his career, he worked for Smith Barney and was also a commercial real estate broker. Porter is a CERTIFIED FINANCIAL PLANNER™ and earned a Bachelor of Science degree in Finance from University of San Francisco.

About First Republic Bank

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services.  First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action.  Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Boston, Palm Beach, Greenwich and New York City.  First Republic offers a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans.  For more information, visit www.firstrepublic.com.


Andrew Greenebaum / Lasse Glassen 
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