People Moves
Who's Moving Where In Wealth Management? – First Republic Bank
The latest wealth management moves and appointments in North America.
First Republic Bank
New York-listed First Republic
Bank has appointed David Loeb to join its investment
management arm as managing director and wealth
manager.
Loeb has more than 28 years of wealth management experience providing customized wealth management solutions for entrepreneurs, CEOs, partners in private equity and hedge fund firms, and ultra high net worth families.
Before this new role, Loeb was a wealth advisor and executive director at JP Morgan Wealth Management. Prior to that, he was a first vice president in investment and institutional accounts at Morgan Stanley. Loeb is active in his local community and has served on the Jewish Board of Family and Children’s Services. He has also served as a mentor at The Rita J. and Stanley H Kaplan House in New York City. Loeb has spent many years as a baseball and soccer coach. He received a bachelor of science degree in Political Science, with a minor in economics from New York University.
