World News: 14:00 GMT Monday 11th February 2019. [First Republic Bank via Businesswire via SPi World News]
First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that three wealth management professionals have joined First Republic Private Wealth Management in Jackson, Wyoming.
Jim Gersack was named Managing Director and Wealth Manager, and Rick Will was named Vice President and Wealth Manager. They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
Patrick Trucco was named Managed Director and Wealth Advisor and will work with clients to develop comprehensive wealth strategies. All three will work at First Republic’s Jackson office at 545 West Broadway, which provides full-service private banking, private business banking, and real estate lending in additional to wealth management.
“Jim Gersack, Rick Will and Patrick Trucco are highly accomplished wealth professionals from Jackson who understand the needs of our clients,” said Bob Thornton, President of First Republic Private Wealth Management. “Like the rest of our team, they share First Republic’s values and commitment to exceptional client service.”
Gersack, who has 21 years of wealth management experience, was previously President of First Western Trust in Jackson. Earlier in his career, he worked for Bank of America and First Interstate Wealth Management. He began his career in 1997 at Sanford C. Bernstein & Co. in San Francisco. Gersack is a trustee of the National Museum of Wildlife Art, Teton County Library Foundation and Our Lady of the Mountains Catholic Church. He also coaches Jackson Youth Hockey. Gersack earned a bachelor’s degree in Finance with a minor in Economics from Montana State University. He also holds the Certified Financial Planner® (CFP®) designation.
Will, who has 10 years of wealth management experience, previously worked as a Senior Portfolio Manager at First Western Trust in Jackson. He began his wealth management career at RMB Capital in 2008. Will serves as a board member of Jackson Hole Trout Unlimited and is the assistant coach of the boys’ varsity lacrosse team at Jackson High School. He earned his bachelor’s degree in Finance from the University of Denver. He also holds the Certified Financial Planner® (CFP®) designation.
Trucco, who has more than 35 years of financial services experience, previously was a Vice President at RMB Capital in Jackson Hole. Earlier in his career, he worked at Goldman Sachs, Sanwa Bank, and MF Global. Trucco serves on the boards of St. John’s Hospital Foundation, the Animal Adoption Center, and Teton Literacy Center. He earned a bachelor’s degree in Psychology from the University of Wyoming.
To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.
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 and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. 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 Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.
Business Wire: 14:00 GMT Monday 11th February 2019
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