- Wealth Management Experience Since 2010Steve Fernelis is a Managing Director with First Republic Securities. In his role as a Wealth Advisor, he is responsible for working with individuals, families, entrepreneurs and foundations to identify how First Republic wealth advisory services can deliver a cohesive and tailored solution on behalf of the client. Mr. Fernelis’ deep experience of the global investment universe, along with his fiduciary knowledge — tax, insurance and estate planning — gives him the ability to understand and address the complexities of each client’s situation. The comprehensive strategies he provides are sophisticated and highly customized. Mr. Fernelis joined First Republic from FieldPoint Private Bank, where, as a Managing Director and Senior Private Banker, he was responsible for developing investment strategies and guiding the firm’s largest clients. Prior to that, he was a Vice President with Citi Personal Wealth Management. He began his career at J.P. Morgan.
- Community InvolvementIn addition to his busy professional and family life, Mr. Fernelis volunteers with the United Way of White Plains and Miracle Hands Inc. He lives in White Plains, New York.
- EducationMr. Fernelis earned a bachelor’s degree from Temple University.
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