Who's Moving Where In Wealth Management? - First Republic Bank

Editorial Staff

6 March 2018

First Republic Bank
First Republic Bank, a US private bank and wealth management firm, has appointed Bill Grinnell and Darin Souza as managing directors of First Republic Investment Management.

Both, Grinnell and Souza will work in First Republic’s office at 160 Federal Street in Boston. Both will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.

Grinnell has 33 years' experience in the financial sector. He has worked as a fixed income portfolio manager at Goldman Sachs Asset Management in New York, and in the private wealth management divisions at JP Morgan, Lehman Brothers, Credit Suisse in San Francisco and Boston, and most recently, Wells Fargo Advisors

Souza has 12 years of experience working with ultra-high net worth families, entrepreneurs and non-profit organizations. Before joining First Republic, Souza worked for Lehman, Credit Suisse and most recently, Wells Fargo Advisors.