James B. Marchetti And Caleb Porter Join First Republic

By a News Reporter-Staff News Editor at Investment Weekly News -- First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, announced that Jim Marchetti and Caleb Porter, two senior financial advisors, have joined First Republic in San Francisco.

http://photos.prnewswire.com/prnvar/20130906/MM75721LOGO

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.

Keywords for this news article include: First Republic Bank, Finance and Investment.

Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2016, NewsRx LLC