Susan Pilcher Joins First Republic Private Wealth Management

Senior Financial Planning Professional Named Managing Director

SAN FRANCISCO--(BUSINESS WIRE)-- First Republic Bank, a leading provider of private banking and wealth management services, today announced that Susan Pilcher, an investment professional with more than 20 years of experience, has joined First Republic Private Wealth Management.

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, endowments and non-profits. First Republic Private Wealth Management complements First Republic’s comprehensive suite of private banking and business banking services delivered with exceptional client service.

“Susan Pilcher is an accomplished investment professional who will direct the financial planning services First Republic offers to wealth management clients,” said Katherine August-deWilde, President and Chief Operating Officer of First Republic Bank. “Susan is part of First Republic’s expanding team of investment professionals dedicated to creating wealth management solutions specific to the needs of each client.”

Pilcher, who is part of First Republic Investment Management, will work with clients to design financial, estate, and charitable giving plans. Pilcher will focus on the financial and intra-family issues facing wealthy individuals and families, and work with them to develop tax efficient strategies to transfer wealth to future generations and charitable organizations.

Prior to joining First Republic, Pilcher worked for Morgan Stanley Trust, most recently as Executive Director of Financial Planning. Earlier in her career, she worked for U.S. Trust Company and Arthur Andersen & Co. Pilcher earned a Master of Science degree in Financial Planning from Golden Gate University, a Juris Doctorate from Washington & Lee University and a Bachelor of Science in Nursing from the Medical College of Georgia.

Pilcher is located in First Republic’s San Francisco office at 111 Pine Street.

About First Republic Bank

Founded in 1985, First Republic Bank and its affiliated companies provide private banking, private business banking and private wealth management. First Republic specializes in exceptional, relationship-based service offered through preferred banking or wealth management offices in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Seattle, Boston, 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. More information is available on the Bank’s website at http://www.firstrepublic.com.

About First Republic Private Wealth Management

First Republic Private Wealth Management is the investment management, trust and brokerage group of First Republic Bank. First Republic Private Wealth Management offers objective advice and fully customized solutions with the same level of exceptional client service that has been the hallmark of First Republic Bank for more than 25 years. First Republic has the flexibility to provide individuals, families, businesses, endowments, schools and non-profit organizations with appropriate choices that responsibly meet a client’s specific investment objectives.

CONTACT:

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

KEYWORDS:   United States  North America  California

INDUSTRY KEYWORDS:   Professional Services  Banking  Finance

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