Wealth management team led by Charles Rodgers joins First Republic in San Francisco


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

Rodgers, Norris and Morrone have each been appointed CEO and Wealth Manager. The team will provide portfolio management, retirement planning, investment advice and other wealth management services to individuals, families, non-profit organizations and private family foundations.

“Charles Rodgers, Laurel Norris and Michael Morrone are talented wealth managers who are great additions 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 have been successful in providing complete solutions to customers, and they share First Republic’s commitment to our unique brand of exceptional customer service.

Rodgers, who will move to Jupiter, Florida later this fall, has over 23 years of wealth management experience. It provides personalized wealth management solutions for high net worth families and charities. Prior to joining First Republic, he was Regional Director of Investments at Abbot Downing, overseeing the asset management group for West Coast clients. Previously, Rodgers was Chief Investment Officer at Lydian Bank & Trust and Senior Portfolio Manager at Northern Trust. He is active in his community and has been treasurer of the San Marino Schools Foundation. Rodgers received both a BA in International and Comparative Studies and Political Science and an MBA, with a concentration in Finance, from the University of Miami. He holds the title of Chartered Financial Analyst (CFA®).

Norris has over 19 years of wealth management experience providing comprehensive wealth management solutions to high net worth families and charities. Prior to joining First Republic, she was Managing Director and Senior Portfolio Manager at Abbot Downing. Prior to that, Norris worked at Wells Fargo in the Family Wealth Group and the Private Bank. Active in her local community, she coaches youth volleyball and is involved in fundraising activities for schools for children. Norris received a BA in Business Economics from Brown University. She is a Certified Investment Management Analyst (CIMA®) and holds the professional designation of Chartered Alternative Investment Analyst (CAIA®).

Morrone has over 14 years of wealth management experience providing comprehensive wealth management solutions to high net worth families and charities. Prior to joining First Republic, he was Managing Director and Relationship Manager at Abbot Downing. Prior to that, Morrone was a Senior Financial Planner at the Wealth Planning Center in Wells Fargo. Earlier in his career, he was a marketing consultant for New Canoe and director of promotions for Microsoft’s Sidewalk.com. Morrone received a BA in History from Colgate University, with a minor in Political Science. He obtained a Juris Doctor from the New England School of Law and a Masters 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 view our growing team of wealth management professionals, click here.

About First Republic Bank

Founded in 1985, First Republic and its subsidiaries provide private banking, corporate private banking and private wealth management services, including investment, trust and brokerage services. First Republic specializes in providing exceptional relationship services and offers a full range of products, including residential, business 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 included in the S&P 500 Index and the KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.


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