The latest wealth management moves and appointments in North America.
Seventy2 Capital Wealth Management
Seventy2 Capital Wealth Management, based in Bethesda, Maryland, has joined forces with Eric Bost, partner, and Jodelle Jones, senior wealth associate, of LII Wealth Management.
The firm called LII of Seventy2 Capital Wealth Management.
Eric Bost, who founded LII, has more than 30 years of experience in the financial industry with firms including Goldman Sachs, Merrill Lynch, Deutsche Bank, and Morgan Stanley.
Jones also brings over 30 years of experience in client service to the role.
Jones and Bost will be located in the recently-established Leesburg office of Seventy2 Capital.
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.