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August 12, 2019 at 03:41 PM
A team of four advisors has joined First Republic from UBS in Paramus, New Jersey. The group includes Kieran Lynch, Jack Inserra, Craig Kaufman and Joel Kaufman.
The move was first reported by AdvisorHub, which says the team works with about $550 million in assets and has yearly fees and commissions of roughly $3.6 million.
“Kieran Lynch, Jack Inserra, Craig Kaufman and Joel Kaufman are a highly experienced team who further expand our wealth management capabilities in the New York metropolitan area,” according to First Republic Private Wealth Management President Bob Thornton.
Lynch, a certified financial planner, has 28 years of experience in the business, including over a decade with Smith Barney; Inserra has been an advisor for 32 years, while Craig Kaufman has 15 years of experience, FINRA BrokerCheck records show.
Joel Kaufman’s career includes 40-plus years in wealth management. Before UBS, he was with Morgan Stanley, Paine Webber and Lehman Brothers.
