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, 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.
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