First Republic

Chase Makes Multi-Billion Dollar Investment in its Branch Network

Retrieved on:

Tuesday, February 6, 2024

Over the past five years, Chase has added more than 650 branches, including 400 locations in 25 new states.

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Over the past five years, Chase has added more than 650 branches, including 400 locations in 25 new states.
“Every day approximately 900,000 people walk into a Chase branch to cash a check, make a deposit or speak to one of our experts about an important financial decision that could impact their lives,” said Jennifer Roberts, CEO, Chase Consumer Banking.
Over the next three years, Chase will renovate approximately 1,700 locations, bringing the total number of branches that have been renovated since 2021 to 3,000.
“We want customers to feel welcomed when they walk through the door,” said Diedra Porche, Head of Chase Community and Business Development.

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Retrieved on:

Monday, January 29, 2024

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NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.

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NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.
"Clients today are increasingly looking for a unified wealth plan centered around legacy with the understanding that complexity is not always financial.
That's why our evolved UHNW Platform offers a more holistic approach to not only manage wealth but the anxieties that come with that wealth."
In coordination with the expansion, Bernstein has appointed three senior executives:
Amanda Bohr, Director of Strategic Partnerships.

Peapack-Gladstone Bank Hires Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending

Retrieved on:

Tuesday, January 9, 2024

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BEDMINSTER, NJ, Jan. 09, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending.

Key Points:

BEDMINSTER, NJ, Jan. 09, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending.
In this role, Ms. Natale is responsible for both residential and consumer lending, management of the residential loan originations team, and new business development as well as the build out of the mortgage operations expansion into New York.
Birgitta attended Strombacka in Sweden before immigrating to the United States.
She earned her AllRegs certification in compliance and graduated from the Wharton School University of Pennsylvania Management Leadership Program.

ExThera Medical Taps Current Board Member and Top Finance Executive to Take the Helm

Retrieved on:

Wednesday, November 29, 2023

ExThera Medical Corporation is pleased to announce Erin Borger has assumed the role of CEO of ExThera.

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ExThera Medical Corporation is pleased to announce Erin Borger has assumed the role of CEO of ExThera.
Robert Ward, Chairman, President, and Founder will continue in those roles while focusing on Research, Product Development/IP and Manufacturing Scale Up.
Erin most recently held the role of Managing Director and Director of Strategic Growth at UBS Financial Services Inc .
He recently sat on the Board of Directors for the stem cell company Longeveron (NASD: LGVN) and is currently a Board Member of the Sepsis Alliance, the Applebaum Foundation, and ExThera Medical.

J.P. Morgan Private Bank announces new Fund Banking Group

Retrieved on:

Thursday, November 16, 2023

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NEW YORK, Nov. 16, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced the launch of its Fund Banking Group , a division of the U.S.

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NEW YORK, Nov. 16, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced the launch of its Fund Banking Group , a division of the U.S.
"The Private Bank has been serving the private and venture fund spaces and their chief executive officers for more than 25 years," said David Frame , U.S. Chief Executive Officer of J.P. Morgan Private Bank.
The group's strong geographic footprint will be bolstered by bankers across the country who have joined the Private Bank's Fund Banking Group from First Republic.
To learn more about J.P. Morgan Private Bank's new Fund Banking Group, visit here .

Umpqua Bank Hires Corey Dahline and Greg Newhall to Lead and Expand North Coast Wine Specialty Group

Retrieved on:

Tuesday, October 31, 2023

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LAKE OSWEGO, Ore., Oct. 31, 2023 /PRNewswire/ -- Umpqua Bank, a subsidiary of Columbia Banking System Inc. (Nasdaq: COLB), announced today the addition of two wine industry banking experts to lead the bank's North Coast Wine Specialty Group. Corey Dahline has been appointed senior vice president, commercial relationship manager to lead and build Umpqua's wine-focused commercial banking team. Greg Newall will serve as private bank market leader in support of the wealth and day-to-day banking needs for individuals, families, and businesses throughout the North Bay.

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LAKE OSWEGO, Ore., Oct. 31, 2023 /PRNewswire/ -- Umpqua Bank, a subsidiary of Columbia Banking System Inc. (Nasdaq: COLB), announced today the addition of two wine industry banking experts to lead the bank's North Coast Wine Specialty Group.
Corey Dahline has been appointed senior vice president, commercial relationship manager to lead and build Umpqua's wine-focused commercial banking team.
Greg Newall will serve as private bank market leader in support of the wealth and day-to-day banking needs for individuals, families, and businesses throughout the North Bay.
Prior to First Republic, Dahline was an integral part of the Silicon Valley Bank wine team for 13 years.

Debra Achkire Joins Lido as General Counsel

Retrieved on:

Tuesday, October 3, 2023

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Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.

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Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced today that Debra Achkire will join the team as General Counsel.
Debra, with over 25 years of experience, joins Lido from First Republic Bank – now part of JPMorgan Chase – where she served as Vice President and Associate General Counsel for six years.
“Debra will provide key leadership in reinforcing our commitment to a strong legal and compliance environment,” said Jason Lee, Chief Legal and Compliance Officer of Lido.
“We are excited to welcome Debra to the Lido team,” said Jason Ozur, Chief Executive Officer of Lido.

FLAGSTAR BANK, N.A. HIRES MICHELE CELESTINO TO LEAD PRIVATE BANKING EXPANSION INTO FLORIDA

Retrieved on:

Thursday, August 10, 2023

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(the "Bank"), the bank subsidiary of New York Community Bancorp, Inc. (NYSE: NYCB) (the "Company"), announced today the hiring of Michele Celestino as Executive Vice President and Head of Commercial and Private Banking, Southeast.

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(the "Bank"), the bank subsidiary of New York Community Bancorp, Inc. (NYSE: NYCB) (the "Company"), announced today the hiring of Michele Celestino as Executive Vice President and Head of Commercial and Private Banking, Southeast.
In her new role, Michele will be responsible for hiring and client acquisitions for the private banking group in the region.
Eric Howell, Senior Executive Vice President and President of Commercial and Private Banking added, "Florida is an ideal market for Flagstar Bank and Michele is the ideal person to lead this initiative.
I know she will do an excellent job building out our private banking model within Flagstar's existing franchise in the state."

Peapack-Gladstone Bank Hires Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending

Retrieved on:

Monday, July 31, 2023

BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.

Key Points:

BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.
Mr. Scherman is responsible for both residential and consumer lending, management of the loan origination team, and new business development and underwriting.
Prior to First Republic, Mr. Scherman served as Vice President, Citigold Relationship Manager, at Citibank and Vice President, Private Banker, at JPMorgan Chase Bank in New York, NY.
Additional roles in New York City included Premier Relationship Manager, HSBC Bank USA Na; Financial Planner, MetLife Securities; and Vice President, Mortgage-Backed Securities Trader, Commerzbank AG.

FLAGSTAR BANK, N.A. EXPANDS PRIVATE BANKING BUSINESS WITH THE ADDITION OF SIX TEAMS FORMERLY WITH FIRST REPUBLIC BANK

Retrieved on:

Thursday, July 20, 2023

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(the "Bank"), the bank subsidiary of New York Community Bancorp, Inc. (NYSE: NYCB) (the "Company") today announced that six private client banking teams have joined the Bank from the former First Republic Bank.

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(the "Bank"), the bank subsidiary of New York Community Bancorp, Inc. (NYSE: NYCB) (the "Company") today announced that six private client banking teams have joined the Bank from the former First Republic Bank.
Commenting on the new teams, President and Chief Executive Officer Thomas R. Cangemi stated, "We are extremely pleased to welcome these new private banking teams to the organization.
Eric Howell, Senior Executive Vice President and President of Commercial and Private Banking added, "These new teams blend perfectly with our legacy private client teams.
Michael spent his entire 21-year banking career at First Republic Bank, where he was most recently Senior Managing Director.