CHARLOTTE, N.C. – New Republic Partners announced today that it has received a Highly Commended award in the Multi-Family Office (Up to and Including $2.5 Billion AUM/AUA) category at the 12th annual Family Wealth Report Awards. The firm was also a finalist in three other categories, including Alternative Asset Manager, Asset Management Firm Serving Family Offices and Private Banks, and Private Client Investment Platform. The Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.
Read MoreNew Republic Partners Named a Finalist in Four Family Wealth Report Awards Categories
CHARLOTE, N.C. – New Republic Partners has been named a finalist in four categories of the 2025 Family Wealth Report Awards. For more than a decade, the Family Wealth Report Awards has recognized best-in-class firms in the family wealth industry. The winners will be announced May 8, 2025, in New York City.
Read MoreNew Republic Partners Expands Advisory Capabilities: Jack Lowe Joins Firm As Mid-Atlantic Wealth Strategist
RICHMOND, VA. – New Republic Partners announced today the expansion of the firm’s advisory capabilities with the addition of Jack Lowe, CFP, EA, as a wealth strategist. Lowe joins a team of investment and advisory colleagues who serve families and foundations with multi-generational wealth. He will be based in Richmond, Virginia, joining Managing Director Ali Bayler who leads the Mid-Atlantic region.
Read MoreNew Republic Partners Cites Investment Growth
David Routh, the former chief fundraiser at UNC Chapel Hill, has been a busy guy since joining New Republic Partners as managing director in early 2023. Investments under management have grown 40% over the past year, says Routh, who was promoted to president in May. Zelle Dunn, a former Merrill Lynch vice president, was named chief operating officer at the same time.
Read MoreNew Republic Partners Hires Billy Owens to Lead Expansion in the South Carolina Market
CHARLOTTE, NC. — New Republic Partners announced today the hire of Billy Owens as senior advisor. Owens will lead the firm’s expansion in the South Carolina market in coordination with existing team members Mark Allan and Lee Tiller.
Read MoreNew Republic Partners Hires Matthew McConaty as Client Advisor, Further Builds Out Expansion in Rocky Mountain Region
DENVER, CO. — New Republic Partners announced today the hire of Matthew McConaty as a Client Advisor out of its Denver office. McConaty will help lead New Republic Partners’ Rocky Mountain team alongside Managing Director Will Amerine.
Read MoreNew Republic Partners Announces New President and COO, David Routh will take on the Role of President and Zelle Dunn will be the New COO
CHARLOTTE, NC. — Reflecting its growth as a national investment management and wealth advisory firm, New Republic Partners announced today that Managing Director David Routh has taken on the role of President, and Managing Director Zelle Dunn will now serve as Chief Operating Officer (COO).
Read MoreNew Republic Partners Named a Finalist in Five Family Wealth Report Awards Categories
CHARLOTTE, NC. — New Republic Partners has been named a finalist in five categories of the 2024 Family Wealth Report Awards. The 11th annual awards program recognizes best-in-class performers in the family wealth industry. The winners will be announced May 2, 2024, in New York City.
Read MoreNew Republic Partners Expands into the Denver Region, Hires Will Amerine as Managing Director
DENVER, CO. — New Republic Partners has announced the hire of Will Amerine as Managing Director to lead the firm’s expansion in Denver and the broader Rocky Mountain region.
Read MoreCharlotte-based Wealth Advisory Firm New Republic Partners Sets Up Shop in Richmond
Charlotte, North Carolina-based New Republic Partners this month launched its first Richmond-area operations, with a goal of winning the business of the region’s upper crust.
Read MoreNew Republic Partners Launches Mid-Atlantic Office, Hires Ali Bayler as Managing Director
RICHMOND, VA. — New Republic Partners has announced the hire of Ali Bayler as Managing Director to lead the firm’s expansion in the mid-Atlantic region. Bayler is an experienced investment management and community leader. She will lead New Republic Partners’ team in the region serving the firm’s family, endowment, foundation and institutional investors and establish a regional office in Richmond.
Read MoreNirav D. Kachalia Joins New Republic Partners
CHARLOTTE, NC. — Nirav Kachalia has joined New Republic Partners as a senior advisor and investment committee member. He will focus on firm strategy for developing innovative, global investment solutions for family offices and institutions.
Read MoreMark T. Allan Joins New Republic Partners as Managing Director
CHARLOTTE, NC. — New Republic Partners is pleased to announce Mark T. Allan has joined the firm as a managing director. Allan will work with family offices, RIAs, endowments, foundations and individuals on alternative investment solutions across both public and private markets through the firm’s unique alternative asset class vehicles.
Read MoreInnovation and Next-Level Thinking Benefit Clients at New Republic Partners
New Republic Partners is an innovative investment management and wealth advisory firm offering clients the expertise, resources, and scale of a multi-billion-dollar family office. Learn more in ACCLAIM feature highlighting the firm on pp. 62-63.
Read MoreNew Republic Partners Named Winner in 2023 Family Wealth Report Awards
CHARLOTTE, NC. — New Republic Partners has been named the winner of the Best Multi-Family Office New Entrant in the tenth annual Family Wealth Report Awards.
Read MoreNew Republic Partners Named a Winner in the Tenth Annual Family Wealth Report Awards 2023
New York, NY. – New Republic Partners, a leading wealth management industry participant serving the North American family office and family wealth industry, has been selected as the winner in the Best ‘Multi Family Office (New Entrant)’ category at the Tenth Annual Family Wealth Report Awards 2023 program.
Read MoreNational OnDemand’s Boteler Profiled by New Republic Partners
National OnDemand, Inc. Chief Executive Officer Douglas Boteler is the subject of a profile titled “Driven to Succeed” published by investment management and wealth advisory firm, New Republic Partners, which shares how he grew up in a small town before building his company into a nationwide communication and utility infrastructure service provider.
Read MorePower List 2023: North Carolina’s most influential leaders
Tom Hoops, CEO of New Republic Partners, selected by Business North Carolina for their 2023 Power List of North Carolina’s most influential leaders.
Read MoreNew Republic Partners Named a Finalist in Four Categories in Family Wealth Report Awards 2023
CHARLOTTE, NC. – New Republic Partners has been named a finalist in four categories in the tenth annual Family Wealth Report Awards, including Best Multi-Family Office New Entrant, Best Multi-Family Office up to and including $2.5 Billion in AUM, Best Alternative Asset Manager and Best Asset Management Firm Serving Family Offices and Private Banks.
Read MoreInvestment manager with Triad, Triangle ties joins Charlotte’s New Republic Partners
An investment manager and wealth adviser well known in both the Triad and Triangle is taking a leading role with Charlotte-based New Republic Partners.
Read MoreIt’s Personnel
David Routh, former vice chancellor for development at UNC Chapel Hill, is joining New Republic Partners as a managing director.
Read MoreCharlotte investment firm names Routh as managing director
New Republic Partners, a Charlotte-based investment management and wealth advisory firm, has hired David Routh as a managing director and member of its executive committee and board of directors.
Read MoreEx-UNC exec Routh joins New Republic Partners
David Routh, who led UNC Chapel Hill’s record $5 billion capital campaign over the last nine years, has joined Charlotte-based New Republic Partners as a managing director and board member.
Read MoreFormer UNC Vice Chancellor and Veteran Investment Management Leader David Routh Joins New Republic Partners to Focus on Firm Strategy and Expansion
David S. Routh is joining New Republic Partners as a managing director and member of the firm’s executive committee and board of directors.
Read MoreNew Republic Partners Opens Office in Pawleys Island, South Carolina to Expand Reach to Clients in the Carolinas and the Southeast
New Republic Partners announced today the opening of a wealth advisory office in Pawleys Island, South Carolina. Lee Tiller will lead the office and serve as a wealth advisor.
Read MoreNew Republic Partners Invests in Innovation Fertility
New Republic Partners announced today an investment in Innovation Fertility, a specialty management services organization supporting medical practices that provide IVF services and infertility care across the country. The firm joined with Albaron Partners, the current owner of the company, to provide capital to support the long-term growth strategy of the healthcare platform.
Read MoreZelle R. Dunn Joins New Republic Partners
New Republic Partners announced today the addition of Zelle R. Dunn as a director on the firm’s client advisory team.
Read MoreNew Republic Partners Honored by Family Wealth Report
New Republic Partners has been selected as a finalist in three categories of the Family Wealth Report Awards 2022 program.
Read MoreNew Republic Partners Helps Investors Realize Optimal Gains
“Plugging a Hole in the Market: Offering Access to Top-Tier Funds and Alternative Investments”
Read MoreHow New Republic Partners, backed by prominent Charlotte families, wants to change investment management
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Industry veterans establish new wealth advisory firm in US
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Belks, Close families back big new Charlotte investment group – Business North Carolina
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Industry Leaders Launch New Republic Partners
CHARLOTTE, February 16, 2021 ~ A group of experienced financial executives has launched a new investment management and wealth advisory firm, attracting The John M. Belk Endowment, the M.C. Belk Pilon family interests and the Springs-Close-Bowles family interests as clients and shareholders. Read more
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