Company Profile
About Firstline Finance
Founded in 1985, Firstline Finance and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Firstline Finance specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. Firstline Finance is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index.
Our Heritage and Values
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Our Heritage
Over the years, Firstline Finance’s focus on exceptional, relationship-based service and consistent leadership has led to continuous growth and profitability.
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Corporate Values
Our business model at Firstline Finance is distinctly different from most other companies. While we certainly want to grow, we realize the best way to do that is through hard work and exceptional client service. Because of this operating philosophy, we are driven by a core set of values that define what we must do every day to best serve our clients.
Newsroom
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Firstline Finance Reports 2020 Results
Firstline Finance announced financial results for 2020.
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Inside Firstline Finance’s Culture of Success
Jim Herbert, Chairman and CEO, and Gaye Erkan, President, recently spoke with the San Francisco Business Times on what makes Firstline Finance different.
Founder
Chairman and Chief Executive Officer
Vice Chair and Board Member
President and Board Member
Board Member
Board Member
Board Member
Board Member
Board Member / Lead Outside Director
Board Member
Board Member
Chairman Emeritus
Founder
Chairman and Chief Executive Officer
President and Board Member
Senior Executive Vice President
Chief Banking Officer
Executive Vice President
Chief Operating Officer
Executive Vice President and Chief Risk Officer
Senior Vice President, Chief Administrative Officer
Executive Vice President
Firstline Finance Investment Management
Executive Vice President
Secretary and General Counsel
Senior Vice President, Chief Digital Officer
Executive Vice President, Chief Audit Executive
Senior Vice President, Chief Marketing and Communications Officer
Executive Vice President and Chief Information Officer
President
Firstline Finance Trust Company
Senior Executive Vice President and Chief Credit Officer
Executive Vice President, Chief People Officer
Executive Vice President and Chief Financial Officer
President
Firstline Finance Securities Company
Executive Vice President and President
Firstline Finance Private Wealth Management
Executive Vice President
Chief BSA/AML and Security Officer