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Theresa Allen joins First Republic Private Wealth Management


Theresa Allen, a wealth management professional with more than 17 years of experience, has joined First Republic Private Wealth Management as an investment consultant and managing director.

First Republic Private Wealth Management provides customised wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, endowments and non-profits.

“Theresa Allen is a very successful wealth management professional who is a terrific addition to our growing team in the Newport Beach office,” says Katherine August-deWilde, president and chief operating officer of First Republic Bank. “Theresa’s experience and expertise will help our clients work toward achieving their long-term investment objectives. Theresa shares First Republic’s commitment to exceptional client service.”

Allen, who is part of First Republic Securities Company, will work with individuals, families, businesses, foundations and non-profit organisations to help meet their investment needs. First Republic Securities offers a range of investment products, including municipal and US Government securities, corporate debt and equity securities, and alternative investments.

Prior to joining First Republic, Allen worked for UnionBanc Investment Services for ten years, most recently as vice president and senior financial adviser.

Allen works in First Republic’s Newport Beach office.

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