Warning: Parameter 2 to wp_hide_post_Public::query_posts_join() expected to be a reference, value given in /home/bwmonline/bankingmonthly.com/wp-includes/class-wp-hook.php on line 287
Two Senior Wealth Managers From Merrill Lynch Join First Republic | Banking Monthly Two Senior Wealth Managers From Merrill Lynch Join First Republic | Banking Monthly
Categories: Finance

Two Senior Wealth Managers From Merrill Lynch Join First Republic

The First Republic Bank, announced joining of two wealthy managers from Merrill Lynch, Danielle Ambrose and Diane Hirschhorn. With great wealth management exercise, both will work with clients on a variety of portfolios.

Ambrose has 23 years of wealth management experience and Hirschhorn has 20 years of wealth management experience. Both were named Managing Director and Wealth Manager and will work with clients to provide portfolio management, retirement planning and other wealth management services to individuals, families, nonprofits and foundations. Ambrose and Hirschhorn have been on Barron’s Top 1,000 Advisors list, Barron’s Top 100 Women Financial Advisors list, and the list of Top 40 Leading Wealth Advisors in Los Angeles.

“Danielle and Diane are two very successful wealth management professionals with a long history of helping clients achieve their financial objectives,” said Bob Thornton, President of First Republic Private Wealth Management. “They share First Republic’s commitment to providing exceptional client service and being active participants in their communities.”

Prior to First Republic, Ambrose was Senior Vice President and wealth advisor for Merrill Lynch. Earlier in her career, she worked in the Private Client Services Division of Goldman Sachs and was an actuarial consultant. Ambrose earned a Bachelor of Science degree in Economics from the University of California, San Diego and an MBA from the Stanford Graduate School of Business.

Before joining First Republic, Hirschhorn was a Senior Vice President and wealth advisor for Merrill Lynch. Prior to joining Merrill Lynch, she worked for Goldman Sachs as a Private Client Advisor. Hirschhorn earned a Bachelor of Arts degree in Economics from Cornell University and an MBA from the Anderson School at UCLA.

 

bwmadmin

Share
Published by
bwmadmin

Warning: Parameter 2 to wp_hide_post_Public::query_posts_join() expected to be a reference, value given in /home/bwmonline/bankingmonthly.com/wp-includes/class-wp-hook.php on line 287

Recent Posts


Warning: Parameter 2 to wp_hide_post_Public::query_posts_join() expected to be a reference, value given in /home/bwmonline/bankingmonthly.com/wp-includes/class-wp-hook.php on line 287

Bank of Thailand secures integral phase of Corporate Excellence Strategy with SimCorp Dimension go-live

SimCorp, a leading provider of investment management solutions and services to the global financial services industry, has…

2 years ago

UK banks commit £6.5 million to tighten money laundering controls

The UK's major banks are to pump £6.5 million into a project to reform the…

2 years ago

What’s New in Europe’s Banking Sector? Infiniti Research Reveals the Banking Industry Trends in Europe

A well-known market intelligence company, Infiniti Research, has announced the completion of their recent article…

2 years ago

N26 launches in the US

German digital bank N26 has launched in the US, beginning a phased roll out of…

2 years ago

Sensibill raises $31.5 million to power AI banking solution for freelancers and small business owners

Toronto-based fintech, Sensibill, announced that it has secured $31.5 million USD in Series B funding. The…

2 years ago

Asian Infrastructure Investment Bank offers USD 100m in debt for Indian renewables

India’s L&T Infrastructure Finance Co Ltd will get USD 100 million (EUR 88.9m) in debt…

2 years ago