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Gavin Abrams

Registered Client Service Associate at First Republic Private Wealth Management

Gavin Samuel Abrams is a financial services professional who previously worked as a Registered Client Service Associate at First Republic Private Wealth Management.12 He held this position from March 2019 to April 2023.1 Currently, Abrams is an Associate Vice President at Rockefeller Financial LLC, a position he has held since April 2023.1

Abrams' career history includes:

  1. Associate Vice President at Rockefeller Financial LLC (April 2023 - Present)1
  2. Registered Client Service Associate at First Republic Investment Management, Inc. and First Republic Securities Company, LLC (March 2019 - April 2023)1
  3. Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated (November 2017 - September 2018)1
  4. Financial Advisor at Bank of America, N.A. (May 2018 - September 2018)1

Abrams holds several professional licenses, including Series 66 (Uniform Combined State Law Examination), which he obtained on April 24, 2018.1 He is registered as an agent and investment adviser representative in multiple states across the United States.1

Abrams received his education from Bucknell University, where he was a student from August 2013 to May 2017.13

It's worth noting that Abrams was part of a 17-member team from First Republic that joined Rockefeller Capital Management in April 2023, amid uncertainty surrounding regional bank stability.2

Highlights

Apr 30 · euromoney.com
How Citizens turned First Republic defeat into private banking victory
Nov 15 · smartasset.com
First Republic Private Wealth Management Review | SmartAsset.com
Sep 13 · rockco.com
Rockefeller Global Family Office Adds Liberty Wealth Partners in ...
More First Republic Advisors Jump to Rockefeller, City National Bank

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Location

New York, New York