Adam MacDonald

Adam MacDonald

Wealth Manager, First Republic Investment Management
Newport Beach / Corona Del Mar
Adam MacDonald is a Managing Director and Wealth Manager at First Republic Investment Management.

Mr. MacDonald joined First Republic in 2018. Prior to joining First Republic, Mr. MacDonald was a Senior Vice President with the Wells Fargo Private Client Group where he advised on and implemented tailored strategies for his high net worth clientele. 

Mr. MacDonald has been recognized by Forbes in 2017 as a top Next Generation Wealth Advisor.1

Mr. MacDonald is a graduate of Phillips Academy Andover and holds a Bachelor of Arts in communication from Boston University. He is a member of the Advisory Board of the Center for Investment Wealth Management at the University of California Irvine’s Paul Merage Business School. Mr. MacDonald also holds a CRPC® designation

Wealth Management Experience: Since 2006
1To qualify for the Forbes Top Next Generation Advisers list, advisers had to be born 1980 or later and had to have 10 years of experience. Quantitatively the advisers were scored by revenue produced, assets under management, compliance records and industry experience.

Check the background of this investment professional on FINRA’s BrokerCheck.