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Wealth Administration Crew Led by Charles Rodgers Joins First Republic in San Francisco | Enterprise


First Republic Bank (NYSE: FRC), a leading private bank and asset management company, today announced that Charles Rodgers, Laurel Norris and Michael Morrone have joined First Republic Investment Management.

Rodgers, Norris and Morrone have been appointed Managing Director and Wealth Manager, respectively. The team will provide portfolio management, retirement planning, investment advice and other wealth management services to individuals, families, nonprofits and private family foundations.

“Charles Rodgers, Laurel Norris and Michael Morrone are talented wealth managers who are a great addition to our wealth management team in the San Francisco Bay Area,” said Bob Thornton, president of First Republic Private Wealth Management. “Charles, Laurel and Michael successfully provide comprehensive solutions to our customers and share First Republic’s commitment to our unique brand of exceptional customer service.”

Rodgers, who will be relocating to Jupiter, Florida this fall, has over 23 years of wealth management experience. He offers tailor-made wealth management solutions for very wealthy families and non-profit organizations. Prior to joining First Republic, he was Abbot Downing’s Regional Chief Investment Officer overseeing the asset management group for clients on the West Coast. Prior to that, Rodgers was Director of Investments at Lydian Bank & Trust and Senior Portfolio Manager at Northern Trust. He is active in his community and served as treasurer of the San Marino Schools Foundation. Rodgers earned both a bachelor’s degree in International and Comparative Studies and Political Science and a master’s degree in business administration with a major in finance from the University of Miami. He is a Chartered Financial Analyst (CFA®).

Norris has over 19 years of wealth management experience providing comprehensive wealth management solutions to wealthy families and nonprofits. Prior to joining First Republic, she was Managing Director and Senior Portfolio Manager at Abbot Downing. Norris previously worked at Wells Fargo in the Family Wealth Group and Private Bank. She is active in her community, trains youth volleyball and takes part in fundraising campaigns for children’s schools. Norris holds a bachelor’s degree in business administration from Brown University. She is a Certified Investment Management Analyst (CIMA®) and holds the professional title of Chartered Alternative Investment Analyst (CAIA®).

Morrone has over 14 years of wealth management experience providing comprehensive wealth management solutions for high net worth families and nonprofits. Prior to joining First Republic, he was a Managing Director and Relationship Manager at Abbot Downing. Prior to that, Morrone was a Senior Financial Planner at Wells Fargo’s Wealth Planning Center. Early in his career, he was a marketing consultant for New Canoe and promotions manager for Microsoft’s Sidewalk.com. Morrone earned a bachelor’s degree in history from Colgate University with a minor in political science. He earned a Juris Doctor from the New England School of Law and a Masters of Laws in corporate and business law from the University of San Diego School of Law.

To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.

Via First Republic Bank

Founded in 1985, First Republic and its subsidiaries provide private banking, private business banking and private wealth management, including investment, fiduciary and brokerage services. First Republic specializes in delivering exceptional, relationship-based services and offers a full line of products including residential, commercial and personal loans, deposit services and wealth management. Services are provided through preferred banking or asset 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 part of the S&P 500 Index and the KBW Nasdaq Bank Index. More information is available at www.firstrepublic.com.


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SOURCE: First Republic Bank

Copyright Business Wire 2021.

PUB: 10/11/2021 9:00 AM / DISC: 10/11/2021 9:02 AM


Copyright Business Wire 2021.

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