First Republic Bank, a leading private bank and wealth management company, announced that Vishal Bakshi has joined First Republic Investment Management in New York.
Latest Fintech News: Certegy and Trust Payments to Collaborate on Offerings to Enhance Online Shopping Experiences
Bakshi was named Managing Director and Wealth Manager. He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
“Vishal Bakshi is a highly regarded wealth manager who will strengthen our expanding team in metropolitan New York,” said Bob Thornton, President of First Republic Private Wealth Management. “Vishal shares First Republic’s commitment to exceptional and differentiated client service.”
Latest Fintech News: National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Bakshi has more than 21 years of wealth management experience providing customized wealth management solutions for entrepreneurs, business owners, Fortune 500 company CEOs and board members, and professional sports team owners. Before joining First Republic, he was a Managing Director at Merrill Lynch Private Wealth Management. Prior to that, he was a Managing Director at Credit Suisse Private Wealth Group. Bakshi is active in his local community and supports Cerebral Palsy of Westchester, Aspire of Western New York and participates in Cycle for Survival. He received a Bachelor of Science degree in Mechanical Engineering from Kettering University and an MBA from Harvard Business School.
Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions for Passive Crypto Income, Commodity Exchange & Staking
[To share your insights with us, please write to sghosh@martechseries.com]
