Tag : First Republic Bank

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
Horizon Technology Finance Management Expands Operations and Investment Teams
Investment Services News

Horizon Technology Finance Management Expands Operations and Investment Teams

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment adviser that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and adviser for Horizon Technology Finance Corporation, announced that it has added six professionals across its operations,......
First Republic Bank Names Mike Roffler Acting Co-CEO
Banking News

First Republic Bank Names Mike Roffler Acting Co-CEO

Fintech News Desk
by Fintech News Desk0
Hafize Gaye Erkan Resigns from First Republic to Pursue Other Opportunities; Korn Ferry Engaged for Continued CEO Succession Planning First Republic Bank, a leading private bank and wealth management company, announced that its Board of Directors has named Mike Roffler Acting Co-CEO of the Company and appointed him to the Company’s......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
Banking News

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Gene Lockhart, former CEO and President of Mastercard and former President of the Global Retail Bank at Bank of America, as a Senior Advisor. Mr. Lockhart will bring his deep expertise in the financial services and financial technology sectors to advise across the......
1