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PRIVATE ASSET MANAGEMENT
* First Republic Bank has hired Mary Mewha, formerly president of ...
June 3, 2005 She
is responsible for investment strategy and management, financial planning and trust services. She
works closely with the firm's ...
UBS Adds Third-Year Bonus To Boost Broker Recruits
Additionally, the company announced ...
Additionally, the company announced Mary Mewha as regional managing director and Kevin Long as wealth consultant, focused on new client development.
rejoined the company as the new regional managing director for Family Wealth
Based in San Francisco she
will be responsible for growing and managing the business for the Northern California, Mountain Northwest and Southern regions.
Before returning to Wells Fargo, she was the head of family wealth at First Republic Bank and held executive positions at US Trust.
Mewha first joined Wells Fargo in 1991.
Mewha is a designated Certified Investment Management Analyst and Certified Trust and Financial Advisor.
Tech Resurgence Fuels Bay Area Wealth Market
"This market has always been driven by entrepreneurs," says Mary Mewha, senior vice president and regional managing director for Wells Fargo Family Wealth in San Francisco.
"They want to be involved in decision-making, and they want a great deal of control.
Mewha says very wealthy clients are drawn to Wells because they want "security and longevity," especially after the financial crisis.
"The bank came through the crisis extremely well, and we're getting calls as a result," she says.
Clients of Wells Fargo
Advisors Family Wealth office, who must have a minimum of $50 million in liquid assets, are more often than not, bank customers as well.
"Over 80 percent of our business comes from internal referrals," Mewha
Firms & Services, First ...
Firms & Services, First Republic, Mary Mewha, News, Wells Fargo Family Wealth Group
Mary Mewha, former senior managing director with First Republic Wealth Advisors in San Francisco, has joined Wells Fargo's Family Wealth Group as Northern California regional director.
William T. Espey - 2005-09-26
Mary Mewha, senior managing director at First Republic Bank, also is familiar with Espey's reputation among clients.Mewha, who is Espey's longtime friend and was a colleague during Espey's days as a corporate and private banker at First Interstate Bank, said he is known for being responsive and very focused on client services.
is a wonderful man, very warm and friendly, who is always giving of himself," Mewha