CHARLOTE, NC. – 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.
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