Wealth Management Team Joins First Republic in Newport Beach

First Republic Bank, June 4, 2018

First Republic Bank (NYSE: FRC), a leading private bank and wealth management company, today announced that wealth managers Vincent Lovoy, Adam MacDonald, and Todd Halbrook have joined First Republic Investment Management.

Lovoy, MacDonald and Halbrook were each named Managing Director and Wealth Manager, and will work in First Republic’s office at 3991 MacArthur Boulevard in Newport Beach. They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.

“Vincent Lovoy, Adam MacDonald and Todd Halbrook are a terrific team of wealth managers with a long track record of helping clients achieve their financial objectives,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service and complement our growing team of wealth managers in Southern California.”

Lovoy has more than 30 years of experience creating customized wealth planning strategies for high net worth individuals, families and businesses. Before joining First Republic, Lovoy was Managing Director in the Private Client Group at Wells Fargo Advisors. Before that, he worked for 15 years at Smith Barney (now Morgan Stanley Wealth Management). Earlier in his career, he worked at Kidder, Peabody & Co. and Crowell, Weedon & Co. Lovoy earned a Bachelor’s degree from the University of Southern California.

MacDonald has more than 11 years of financial services experience. Before joining First Republic, MacDonald was Senior Vice President in the Private Client Group at Wells Fargo Advisors. He earned a Bachelor’s degree from Boston University and is a graduate of Phillips Academy Andover. He is also a certified Chartered Retirement Planning Counselor®. MacDonald was named to Forbes 2017 list of America’s Top Next-Generation Wealth Advisors.

Halbrook has more than 20 years of experience creating customized wealth planning strategies for high net worth individuals, families and businesses. Before joining First Republic, Halbrook was Managing Director in the Private Client Group at Wells Fargo Advisors. Earlier in his career, he worked for 12 years at Smith Barney (now Morgan Stanley Wealth Management). Halbrook earned a Bachelor’s degree from Pepperdine University and an MBA from the University of California, Irvine. He is a Certified Financial Planner ™.

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 and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and later in 2018, Jackson, Wyoming. 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 firstrepublic.com.

Investors

Andrew Greenebaum / Lasse Glassen
Addo Communications
agreenebaum@addoir.com
lglassen@addoir.com
(310) 829-5400

Media

Greg Berardi
Blue Marlin Partners
greg@bluemarlinpartners.com
(415) 239-7826