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Steven LaRochelle

Relationship Manager ★★★★★

Steven LaRochelle is a financial professional who previously worked as a Relationship Manager at First Republic Bank from 2020 to June 2023.1 He is currently serving as a Senior Vice President and Private Wealth Advisor at U.S. Bank, a position he has held since July 2023.1

LaRochelle specializes in multi-generational wealth management, providing concierge wealth management services for successful entrepreneurs and ultra-high-net-worth families.1 His expertise includes trust administration, mortgages, retirement planning, charitable gifting strategies, life insurance optimization, and business succession planning.1

Prior to his role at First Republic Bank, LaRochelle worked as a Private Banker at PNC from 2016 to 2020.1 He also has experience as a Chief Financial Officer at Internal Security Associates, LLC from 2008 to 2016, and as a Financial Representative at Northwestern Mutual from 2006 to 2008.1

LaRochelle holds a degree in Entrepreneurship & Finance from Babson College and a Certificate in Strategy & Leadership from The Wharton School.1 He is based in Palm Beach, Florida, and has various licenses and certifications, including being a Florida Notary Public and holding an ABA Certificate in Trust: Advanced.1

Highlights

Nov 6 · republicbank.com
Careers - Republic Bank
Enterprise Bank Announces CEO Retirement and Successor ...
Jun 10 · abladvisor.com
Enterprise Bank Announces CEO Retirement, Larochelle Named ...
Message from Steve Larochelle, CEO - Enterprise Bank
Message from Steve Larochelle, CEO - Enterprise Bank
Sep 20 · career.com
Relationship Manager Job Opening in New York, NY at First ...
Jan 28 · career.com
Relationship Manager, Development Program Job Opening in New ...

Related Questions

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Steven LaRochelle
Steven LaRochelle, photo 1
Steven LaRochelle, photo 2
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Location

Palm Beach, Florida, United States