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). Both Routh and Dunn currently serve on New Republic Partners’ Executive Committee.
Routh has decades of experience in investment management and advising high-net- worth families, endowments and foundations on philanthropic planning and gifting strategies. At New Republic Partners, Routh has led significant efforts to develop client relationships, attract senior level talent to the firm, and achieve strategic initiatives. Prior to joining New Republic Partners, he served as vice chancellor for development at the University of North Carolina at Chapel Hill.
Dunn also brings decades of experience in wealth advisory and investment management advising high-net-worth individuals and families on comprehensive wealth strategies and investment solutions. She currently plays a leading role in wealth advisory activities at the firm, overseeing client service, wealth planning initiatives, and operations. She previously served as a vice president at Merrill Lynch.
“We are pleased to announce that David and Zelle have taken on these critical roles, as it reflects the growth and maturation of New Republic Partners and further solidifies our management team,” said Tom Hoops, CEO of New Republic Partners. “As we continue to evolve, our focus remains on providing clients with high-touch, customized investment and wealth advisory solutions. Our enhanced leadership structure will enable us to navigate the complexities of our expanding business landscape and capitalize on new growth opportunities. David and Zelle are exactly the leaders we need in these vital roles.”
About New Republic Partners
New Republic Partners is an innovative investment management and wealth advisory firm serving affluent families, endowments, and foundations. Clients benefit from access to investment opportunities usually reserved for large institutional investors and the expertise and experience of a successful and seasoned investment management, wealth advisory and family office solutions team. The firm is headquartered in Charlotte, North Carolina, and serves clients across the U.S. with regional offices. More information is available at New Republic Partners.