x

Nextgen

Greek-American Steve Condos Joins First Republic

NEW YORK – First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Steve Condos, Kenneth Morris, Fortune S. Macri III, and Jared Katzman have joined First Republic Investment Management.

Condos and Morris were each named Managing Director and Wealth Manager. Macri and Katzman were each named Vice President and Wealth Manager. They will provide wealth management services, including investment management, retirement planning and wealth transfer strategies, to individuals, families, nonprofits and private family foundations. They will be based in New York City.

“Steve Condos, Kenneth Morris, Fortune Macri, and Jared Katzman are highly regarded wealth managers and a significant addition to our expanding team in the New York area,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to exceptional client service.”

Condos has more than 30 years of wealth management experience. Previously, he was a Managing Director at Morgan Stanley Private Wealth Management and a Sports and Entertainment Director at Morgan Stanley Global Sports & Entertainment, where he led a nationally recognized team focused on the complex wealth management needs of high net worth clients. Condos attended the Environmental and Biological Sciences School at Rutgers University. He has been recognized in a number of industry rankings, including Forbes Best-In-State Wealth Advisors, Barron’s Top Advisor Rankings by State and Financial Times 400 Top Financial Advisers.

Morris has more than 20 years of wealth management experience. Previously, he was a Senior Vice President at Morgan Stanley Private Wealth Management and a Sports and Entertainment Director at Morgan Stanley Global Sports & Entertainment. Morris provides clients with holistic wealth management solutions and guidance, including customized wealth transfer and estate planning strategies. He earned a bachelor’s degree in International Business and Finance from Hofstra University's Frank G. Zarb School of Business. Morris is a CERTIFIED FINANCIAL PLANNER™ professional. Morris has been recognized on a number of industry rankings, including Forbes Best-In-State Wealth Advisors.

Katzman has more than 11 years of wealth management experience. Previously, he was First Vice President at Morgan Stanley Private Wealth Management. He focuses on portfolio management and business development, and the construction of comprehensive wealth management strategies. Katzman earned a bachelor’s degree in Business Management and an MBA in Marketing from Lynn University. He has been recognized as a Forbes Top Next-Gen Wealth Advisor.

Macri has more than 10 years of wealth management experience. Previously, he was an Associate Vice President at Morgan Stanley Private Wealth Management. He provides comprehensive financial management, including asset management and wealth transfer planning for high net worth individuals and families, endowments, foundations and family offices. Macri earned a bachelor’s degree in Business Management and Economics and an MBA in Finance from Fordham University, Gabelli School of Business.

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

About First Republic Bank

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial 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 a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.

RELATED

NEW YORK – The Hellenic-American Cultural Foundation (HACF) presents Professor Constantinos Daskalakis: ‘When will machines be truly intelligent?’ on Wednesday, October 12, 7 PM, at Merkin Concert Hall at the Kaufman Music Center, 129 West 67th Street in Manhattan.

Top Stories

Columnists

A pregnant woman was driving in the HOV lane near Dallas.

General News

FALMOUTH, MA – The police in Falmouth have identified the victim in an accident involving a car plunging into the ocean on February 20, NBC10 Boston reported.

General News

NEW YORK – Meropi Kyriacou, the new Principal of The Cathedral School in Manhattan, was honored as The National Herald’s Educator of the Year.

Video

Mitsotakis: Today’s Bill Comes to Define a New Field in Which Everyone Should Move

ATHENS - At the end of August 2022, I announced a legislative initative for the upgrading and modernisation of the protection, the operation of the security agencies and the operation of the communications and after the change in National Intelligence Service's (EYP) leadership and the establishment of double check to the legal intrusions," stated Prime Minister Kyriakos Mitsotakis addressing the parliament on Thursday during the debate on Justice Minstry's bill on the lifting of the communications confidentiality, cybersecurity and protection of the citizens' personal data.

The holiday season is swiftly upon us: gingerbread houses, eggnog, and festive parties with our nearest and dearest.

PERTH AMBOY — People are asking questions about a storm protection proposal for New York and New Jersey that would be among the most massive and costly flood control projects ever done in America.

NEW YORK. A delegation of the Diaspora Sector of Greece’s ruling New Democracy party visited New York City December 1-4.

WASHINGTON — The House gave final approval Thursday to legislation protecting same-sex marriages, a monumental step in a decadeslong battle for nationwide recognition of such unions that reflects a stunning turnaround in societal attitudes.

Enter your email address to subscribe

Provide your email address to subscribe. For e.g. abc@xyz.com

You may unsubscribe at any time using the link in our newsletter.